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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 | $58,592 | $47,479+23.4% | $62,929-6.9% | $82,448-28.9% |
| Participation rate | 53.7% | 66.9%-13.1pp | 73.1%-19.4pp | 68.1%-14.3pp |
| Annual return | 20.81% | 20.34%+0.5pp | 1063.93%-1043.1pp | 41.64%-20.8pp |
| Employer contribution / active EE | $2,837 | $1,885+50.5% | $2,505+13.3% | $2,551+11.2% |
| Participant deferral / active EE | $4,731 | $2,870+64.8% | $3,888+21.7% | $4,139+14.3% |
| Admin fee / account holder | $2,262 | $3,804-40.5% | $5,065-55.3% | $7,234-68.7% |