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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 | $57,252 | $58,311-1.8% | $81,882-30.1% | $80,959-29.3% |
| Participation rate | 68.8% | 63.5%+5.3pp | 72.4%-3.6pp | 67.7%+1.1pp |
| Annual return | 12.69% | 41.85%-29.2pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,184 | $2,347-49.5% | $2,916-59.4% | $2,757-57.1% |
| Participant deferral / active EE | $5,330 | $3,287+62.1% | $4,323+23.3% | $4,300+23.9% |
| Admin fee / account holder | $1,985 | $4,752-58.2% | $7,360-73.0% | $6,925-71.3% |