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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 | $58,275-1.8% | $81,844-30.0% | $80,935-29.3% |
| Participation rate | 68.8% | 63.5%+5.3pp | 72.4%-3.6pp | 67.7%+1.1pp |
| Annual return | 12.69% | 41.82%-29.1pp | 778.87%-766.2pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,184 | $2,346-49.5% | $2,916-59.4% | $2,757-57.0% |
| Participant deferral / active EE | $5,330 | $3,285+62.2% | $4,323+23.3% | $4,299+24.0% |
| Admin fee / account holder | $1,985 | $4,749-58.2% | $7,355-73.0% | $6,924-71.3% |