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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 | $57,994 | $36,767+57.7% | $81,473-28.8% | $62,293-6.9% |
| Participation rate | 58.9% | 54.4%+4.5pp | 68.0%-9.0pp | 69.5%-10.6pp |
| Annual return | 15.68% | 173.80%-158.1pp | 38.78%-23.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,519 | $1,128+34.6% | $2,568-40.8% | $2,042-25.6% |
| Participant deferral / active EE | $3,015 | $2,111+42.8% | $3,537-14.8% | $3,169-4.9% |
| Admin fee / account holder | $1,941 | $797+143.5% | $4,561-57.4% | $479+304.9% |