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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 | $69,118-14.2% | $53,647+10.5% | $138,895-57.3% |
| Participation rate | 53.8% | 64.0%-10.1pp | 56.3%-2.4pp | 79.9%-26.1pp |
| Annual return | 21.32% | 248.26%-226.9pp | 358.33%-337.0pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,768 | $1,189+48.6% | $962+83.8% | $4,194-57.8% |
| Participant deferral / active EE | $5,286 | $2,274+132.4% | $1,813+191.5% | $6,396-17.4% |
| Admin fee / account holder | $1,071 | $2,724-60.7% | $2,460-56.5% | $12,562-91.5% |