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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 | $50,097 | $31,105+61.1% | $53,647-6.6% | $64,097-21.8% |
| Participation rate | 63.4% | 30.7%+32.7pp | 56.3%+7.1pp | 55.2%+8.2pp |
| Annual return | 16.80% | 22.54%-5.7pp | 358.33%-341.5pp | 34.64%-17.8pp |
| Employer contribution / active EE | $2,071 | $441+370.0% | $962+115.3% | $1,891+9.5% |
| Participant deferral / active EE | $3,264 | $896+264.2% | $1,813+80.0% | $3,080+6.0% |
| Admin fee / account holder | $3,694 | $2,195+68.3% | $2,460+50.2% | $3,454+6.9% |