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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 | $76,538 | $58,828+30.1% | $78,002-1.9% | $62,891+21.7% |
| Participation rate | 51.2% | 71.1%-19.8pp | 75.5%-24.3pp | 69.3%-18.1pp |
| Annual return | 22.57% | 17.16%+5.4pp | 425.99%-403.4pp | 20.14%+2.4pp |
| Employer contribution / active EE | $1,261 | $1,672-24.6% | $2,470-48.9% | $2,281-44.7% |
| Participant deferral / active EE | $2,680 | $2,686-0.2% | $3,497-23.4% | $3,203-16.3% |
| Admin fee / account holder | $5,417 | $4,393+23.3% | $5,481-1.2% | $4,296+26.1% |