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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 | $52,117 | $29,670+75.7% | $56,054-7.0% | $80,911-35.6% |
| Participation rate | 51.2% | 41.7%+9.6pp | 52.5%-1.3pp | 67.6%-16.4pp |
| Annual return | 11.47% | 35.24%-23.8pp | 1705.95%-1694.5pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,460 | $670+117.9% | $1,039+40.5% | $2,756-47.0% |
| Participant deferral / active EE | $2,488 | $1,227+102.8% | $1,952+27.4% | $4,297-42.1% |
| Admin fee / account holder | $2,566 | $2,431+5.6% | $2,822-9.1% | $6,935-63.0% |