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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 | $25,879 | $69,118-62.6% | $53,647-51.8% | $138,895-81.4% |
| Participation rate | 66.7% | 64.0%+2.7pp | 56.3%+10.4pp | 79.9%-13.3pp |
| Annual return | 21.71% | 248.26%-226.5pp | 358.33%-336.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,504 | $1,189+26.4% | $962+56.3% | $4,194-64.1% |
| Participant deferral / active EE | $4,456 | $2,274+96.0% | $1,813+145.8% | $6,396-30.3% |
| Admin fee / account holder | $1,000 | $2,724-63.3% | $2,460-59.3% | $12,562-92.0% |