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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 | $54,349 | $52,581+3.4% | $130,788-58.4% | $64,340-15.5% |
| Participation rate | 53.1% | 46.5%+6.6pp | 70.1%-17.0pp | 55.2%-2.1pp |
| Annual return | 19.34% | 20.39%-1.1pp | 386.44%-367.1pp | 24.14%-4.8pp |
| Employer contribution / active EE | $1,558 | $1,031+51.1% | $3,558-56.2% | $1,862-16.3% |
| Participant deferral / active EE | $3,904 | $2,200+77.4% | $4,137-5.6% | $2,980+31.0% |
| Admin fee / account holder | $3,900 | $4,583-14.9% | $6,673-41.6% | $3,703+5.3% |