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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 | $72,155 | $55,446+30.1% | $155,574-53.6% | $74,429-3.1% |
| Participation rate | 53.9% | 61.9%-8.0pp | 78.2%-24.3pp | 67.2%-13.3pp |
| Annual return | 19.75% | 269.20%-249.5pp | 64.87%-45.1pp | 1368.38%-1348.6pp |
| Employer contribution / active EE | $1,817 | $2,266-19.8% | $4,676-61.1% | $2,625-30.8% |
| Participant deferral / active EE | $3,845 | $2,836+35.6% | $5,629-31.7% | $4,348-11.6% |
| Admin fee / account holder | $2,418 | $1,743+38.7% | $15,914-84.8% | $1,944+24.4% |