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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 | $57,993 | $29,051+99.6% | $52,425+10.6% | $67,986-14.7% |
| Participation rate | 38.9% | 30.4%+8.5pp | 55.6%-16.7pp | 57.2%-18.3pp |
| Annual return | 14.39% | 24.00%-9.6pp | 302.12%-287.7pp | 31.67%-17.3pp |
| Employer contribution / active EE | $857 | $412+108.2% | $914-6.2% | $2,019-57.5% |
| Participant deferral / active EE | $2,040 | $873+133.7% | $1,790+14.0% | $3,358-39.2% |
| Admin fee / account holder | $4,872 | $2,113+130.6% | $2,495+95.3% | $3,203+52.1% |