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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 | $49,696 | $42,546+16.8% | $71,796-30.8% | $55,167-9.9% |
| Participation rate | 64.1% | 59.1%+4.9pp | 69.1%-5.0pp | 69.0%-4.9pp |
| Annual return | 13.11% | 12.36%+0.7pp | 78.04%-64.9pp | 169.23%-156.1pp |
| Employer contribution / active EE | $980 | $803+21.9% | $1,924-49.1% | $1,963-50.1% |
| Participant deferral / active EE | $2,186 | $2,064+5.9% | $2,794-21.8% | $3,054-28.4% |
| Admin fee / account holder | $784 | $650+20.7% | $4,815-83.7% | $504+55.6% |