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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 | $86,578 | $29,733+191.2% | $56,025+54.5% | $80,959+6.9% |
| Participation rate | 52.9% | 41.7%+11.2pp | 52.5%+0.4pp | 67.7%-14.7pp |
| Annual return | 24.03% | 35.28%-11.3pp | 1712.69%-1688.7pp | 35.67%-11.6pp |
| Employer contribution / active EE | $774 | $672+15.3% | $1,042-25.7% | $2,757-71.9% |
| Participant deferral / active EE | $2,516 | $1,229+104.6% | $1,955+28.7% | $4,300-41.5% |
| Admin fee / account holder | $2,500 | $2,434+2.7% | $2,828-11.6% | $6,925-63.9% |