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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 | $59,825 | $49,976+19.7% | $66,674-10.3% | $82,637-27.6% |
| Participation rate | 59.3% | 63.1%-3.8pp | 73.7%-14.4pp | 68.1%-8.8pp |
| Annual return | 15.25% | 39.09%-23.8pp | 321.24%-306.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $2,575 | $1,988+29.5% | $2,620-1.7% | $2,552+0.9% |
| Participant deferral / active EE | $5,629 | $2,847+97.7% | $4,084+37.8% | $4,126+36.4% |
| Admin fee / account holder | $6,868 | $4,594+49.5% | $5,098+34.7% | $7,339-6.4% |