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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 | $68,384 | $29,733+130.0% | $56,025+22.1% | $80,959-15.5% |
| Participation rate | 51.7% | 41.7%+9.9pp | 52.5%-0.8pp | 67.7%-16.0pp |
| Annual return | 19.71% | 35.28%-15.6pp | 1712.69%-1693.0pp | 35.67%-16.0pp |
| Employer contribution / active EE | $1,672 | $672+149.0% | $1,042+60.6% | $2,757-39.3% |
| Participant deferral / active EE | $3,766 | $1,229+206.3% | $1,955+92.7% | $4,300-12.4% |
| Admin fee / account holder | $5,972 | $2,434+145.4% | $2,828+111.2% | $6,925-13.8% |