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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 | $59,296 | $67,823-12.6% | $52,425+13.1% | $137,256-56.8% |
| Participation rate | 53.8% | 63.9%-10.1pp | 55.6%-1.8pp | 80.0%-26.1pp |
| Annual return | 21.32% | 219.11%-197.8pp | 302.12%-280.8pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,768 | $1,163+52.0% | $914+93.4% | $4,156-57.5% |
| Participant deferral / active EE | $5,286 | $2,288+131.0% | $1,790+195.2% | $6,407-17.5% |
| Admin fee / account holder | $1,071 | $2,844-62.4% | $2,495-57.1% | $12,270-91.3% |