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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 | $56,293 | $29,733+89.3% | $56,025+0.5% | $80,959-30.5% |
| Participation rate | 54.1% | 41.7%+12.4pp | 52.5%+1.6pp | 67.7%-13.6pp |
| Annual return | 11.42% | 35.28%-23.9pp | 1712.69%-1701.3pp | 35.67%-24.2pp |
| Employer contribution / active EE | $2,456 | $672+265.5% | $1,042+135.7% | $2,757-10.9% |
| Participant deferral / active EE | $6,132 | $1,229+398.8% | $1,955+213.7% | $4,300+42.6% |
| Admin fee / account holder | $2,497 | $2,434+2.6% | $2,828-11.7% | $6,925-63.9% |