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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 | $59,620 | $51,222+16.4% | $70,544-15.5% | $75,173-20.7% |
| Participation rate | 59.2% | 61.0%-1.8pp | 68.4%-9.2pp | 67.2%-8.0pp |
| Annual return | 49.05% | 30.06%+19.0pp | 32.79%+16.3pp | 160.72%-111.7pp |
| Employer contribution / active EE | $9,098 | $1,827+398.1% | $2,976+205.8% | $2,671+240.6% |
| Participant deferral / active EE | $10,379 | $2,850+264.2% | $4,568+127.2% | $4,126+151.5% |
| Admin fee / account holder | $1,406 | $4,096-65.7% | $6,427-78.1% | $5,651-75.1% |