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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 | $50,083 | $31,105+61.0% | $53,647-6.6% | $64,097-21.9% |
| Participation rate | 53.0% | 30.7%+22.3pp | 56.3%-3.3pp | 55.2%-2.2pp |
| Annual return | 19.87% | 22.54%-2.7pp | 358.33%-338.5pp | 34.64%-14.8pp |
| Employer contribution / active EE | $1,334 | $441+202.8% | $962+38.7% | $1,891-29.5% |
| Participant deferral / active EE | $1,741 | $896+94.3% | $1,813-4.0% | $3,080-43.5% |
| Admin fee / account holder | $2,373 | $2,195+8.1% | $2,460-3.5% | $3,454-31.3% |