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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 | $40,895 | $29,319+39.5% | $52,425-22.0% | $82,448-50.4% |
| Participation rate | 59.3% | 46.9%+12.4pp | 55.6%+3.6pp | 68.1%-8.8pp |
| Annual return | 18.89% | 535.20%-516.3pp | 302.12%-283.2pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,097 | $586+257.5% | $914+129.3% | $2,551-17.8% |
| Participant deferral / active EE | $4,662 | $1,171+298.0% | $1,790+160.4% | $4,139+12.6% |
| Admin fee / account holder | $1,670 | $1,962-14.9% | $2,495-33.1% | $7,234-76.9% |