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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 | $53,024 | $29,716+78.4% | $56,077-5.4% | $80,925-34.5% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.7%-17.7pp |
| Annual return | 13.76% | 35.30%-21.5pp | 1709.28%-1695.5pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,711 | $671+155.0% | $1,040+64.5% | $2,756-37.9% |
| Participant deferral / active EE | $2,759 | $1,228+124.6% | $1,954+41.2% | $4,299-35.8% |
| Admin fee / account holder | $657 | $2,432-73.0% | $2,825-76.7% | $6,940-90.5% |