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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 | $73,841 | $51,736+42.7% | $120,225-38.6% | $67,986+8.6% |
| Participation rate | 48.0% | 46.1%+1.9pp | 69.6%-21.6pp | 57.2%-9.2pp |
| Annual return | 14.51% | 31.98%-17.5pp | 439.23%-424.7pp | 31.67%-17.2pp |
| Employer contribution / active EE | $713 | $1,071-33.5% | $3,475-79.5% | $2,019-64.7% |
| Participant deferral / active EE | $2,771 | $2,206+25.6% | $3,999-30.7% | $3,358-17.5% |
| Admin fee / account holder | $5,398 | $4,159+29.8% | $5,696-5.2% | $3,203+68.5% |