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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 | $70,837 | $49,897+42.0% | $80,648-12.2% | $75,177-5.8% |
| Participation rate | 59.5% | 55.3%+4.2pp | 67.0%-7.5pp | 67.2%-7.7pp |
| Annual return | 18.33% | 34.68%-16.3pp | 937.21%-918.9pp | 160.75%-142.4pp |
| Employer contribution / active EE | $1,157 | $1,699-31.9% | $2,724-57.5% | $2,671-56.7% |
| Participant deferral / active EE | $4,599 | $2,992+53.7% | $4,443+3.5% | $4,126+11.4% |
| Admin fee / account holder | $5,297 | $3,579+48.0% | $5,382-1.6% | $5,651-6.3% |