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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 | $59,180 | $58,927+0.4% | $76,823-23.0% | $72,983-18.9% |
| Participation rate | 69.1% | 67.3%+1.8pp | 72.1%-3.0pp | 69.5%-0.4pp |
| Annual return | 22.75% | 2305.64%-2282.9pp | 1166.42%-1143.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $411 | $1,787-77.0% | $2,302-82.2% | $2,440-83.2% |
| Participant deferral / active EE | $1,977 | $2,690-26.5% | $3,336-40.7% | $3,608-45.2% |
| Admin fee / account holder | $2,630 | $4,013-34.5% | $6,422-59.0% | $5,124-48.7% |