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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 | $58,528 | $67,823-13.7% | $52,425+11.6% | $137,256-57.4% |
| Participation rate | 45.5% | 63.9%-18.5pp | 55.6%-10.2pp | 80.0%-34.5pp |
| Annual return | 16.99% | 219.11%-202.1pp | 302.12%-285.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,286 | $1,163+10.5% | $914+40.6% | $4,156-69.1% |
| Participant deferral / active EE | $3,943 | $2,288+72.3% | $1,790+120.2% | $6,407-38.5% |
| Admin fee / account holder | $2,662 | $2,844-6.4% | $2,495+6.7% | $12,270-78.3% |