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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 | $51,638+15.9% | $68,368-12.5% | $82,448-27.4% |
| Participation rate | 59.3% | 63.6%-4.4pp | 73.8%-14.5pp | 68.1%-8.8pp |
| Annual return | 15.25% | 37.53%-22.3pp | 292.57%-277.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,575 | $2,047+25.8% | $2,649-2.8% | $2,551+0.9% |
| Participant deferral / active EE | $5,629 | $2,914+93.2% | $4,123+36.5% | $4,139+36.0% |
| Admin fee / account holder | $6,868 | $4,643+47.9% | $5,150+33.4% | $7,234-5.1% |