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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 | $93,023 | $65,566+41.9% | $86,235+7.9% | $75,177+23.7% |
| Participation rate | 69.2% | 60.5%+8.7pp | 69.0%+0.3pp | 67.2%+2.0pp |
| Annual return | 14.07% | 46.07%-32.0pp | 1170.03%-1156.0pp | 160.75%-146.7pp |
| Employer contribution / active EE | $1,087 | $1,553-30.1% | $2,381-54.4% | $2,671-59.3% |
| Participant deferral / active EE | $2,800 | $3,023-7.4% | $3,987-29.8% | $4,126-32.2% |
| Admin fee / account holder | $642 | $5,470-88.3% | $6,856-90.6% | $5,651-88.6% |