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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 | $71,642 | $36,948+93.9% | $73,658-2.7% | $87,485-18.1% |
| Participation rate | 55.9% | 46.8%+9.1pp | 57.0%-1.2pp | 68.9%-13.0pp |
| Annual return | 42.55% | 28.64%+13.9pp | 29.72%+12.8pp | 26.06%+16.5pp |
| Employer contribution / active EE | $2,371 | $670+253.9% | $1,032+129.7% | $2,596-8.7% |
| Participant deferral / active EE | $6,587 | $1,379+377.6% | $2,062+219.5% | $4,274+54.1% |
| Admin fee / account holder | $15,024 | $2,531+493.7% | $3,357+347.6% | $7,775+93.2% |