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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 | $51,736+5.1% | $120,225-54.8% | $67,986-20.1% |
| Participation rate | 53.1% | 46.1%+7.0pp | 69.6%-16.5pp | 57.2%-4.1pp |
| Annual return | 19.34% | 31.98%-12.6pp | 439.23%-419.9pp | 31.67%-12.3pp |
| Employer contribution / active EE | $1,558 | $1,071+45.4% | $3,475-55.2% | $2,019-22.8% |
| Participant deferral / active EE | $3,904 | $2,206+77.0% | $3,999-2.4% | $3,358+16.3% |
| Admin fee / account holder | $3,900 | $4,159-6.2% | $5,696-31.5% | $3,203+21.8% |