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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 | $54,352 | $41,151+32.1% | $80,648-32.6% | $71,529-24.0% |
| Participation rate | 62.1% | 50.2%+11.9pp | 67.0%-4.9pp | 67.9%-5.8pp |
| Annual return | 25.87% | 38.49%-12.6pp | 937.21%-911.3pp | 28.97%-3.1pp |
| Employer contribution / active EE | $1,485 | $1,513-1.9% | $2,724-45.5% | $2,590-42.7% |
| Participant deferral / active EE | $2,930 | $2,700+8.5% | $4,443-34.1% | $4,291-31.7% |
| Admin fee / account holder | $819 | $1,842-55.5% | $5,382-84.8% | $1,588-48.4% |