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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 | $57,367 | $29,319+95.7% | $52,425+9.4% | $82,448-30.4% |
| Participation rate | 68.3% | 46.9%+21.4pp | 55.6%+12.7pp | 68.1%+0.2pp |
| Annual return | 14.69% | 535.20%-520.5pp | 302.12%-287.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $705 | $586+20.2% | $914-22.9% | $2,551-72.4% |
| Participant deferral / active EE | $2,740 | $1,171+133.9% | $1,790+53.0% | $4,139-33.8% |
| Admin fee / account holder | $1,923 | $1,962-2.0% | $2,495-22.9% | $7,234-73.4% |