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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 | $53,394 | $29,733+79.6% | $56,025-4.7% | $80,959-34.0% |
| Participation rate | 60.0% | 41.7%+18.3pp | 52.5%+7.5pp | 67.7%-7.7pp |
| Annual return | 13.71% | 35.28%-21.6pp | 1712.69%-1699.0pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,145 | $672+70.4% | $1,042+9.9% | $2,757-58.5% |
| Participant deferral / active EE | $2,096 | $1,229+70.5% | $1,955+7.2% | $4,300-51.3% |
| Admin fee / account holder | $2,497 | $2,434+2.6% | $2,828-11.7% | $6,925-63.9% |