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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,336 | $58,311+1.8% | $81,882-27.5% | $80,959-26.7% |
| Participation rate | 67.7% | 63.5%+4.3pp | 72.4%-4.6pp | 67.7%+0.1pp |
| Annual return | 11.21% | 41.85%-30.6pp | 779.47%-768.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,417 | $2,347-39.6% | $2,916-51.4% | $2,757-48.6% |
| Participant deferral / active EE | $2,287 | $3,287-30.4% | $4,323-47.1% | $4,300-46.8% |
| Admin fee / account holder | $2,881 | $4,752-39.4% | $7,360-60.9% | $6,925-58.4% |