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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 | $29,670+80.0% | $56,054-4.7% | $80,911-34.0% |
| Participation rate | 60.0% | 41.7%+18.3pp | 52.5%+7.5pp | 67.6%-7.6pp |
| Annual return | 13.71% | 35.24%-21.5pp | 1705.95%-1692.2pp | 35.63%-21.9pp |
| Employer contribution / active EE | $1,145 | $670+70.9% | $1,039+10.2% | $2,756-58.5% |
| Participant deferral / active EE | $2,096 | $1,227+70.9% | $1,952+7.4% | $4,297-51.2% |
| Admin fee / account holder | $2,497 | $2,431+2.7% | $2,822-11.5% | $6,935-64.0% |