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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 | $49,374 | $43,496+13.5% | $161,489-69.4% | $64,340-23.3% |
| Participation rate | 62.3% | 53.5%+8.8pp | 78.7%-16.4pp | 55.2%+7.0pp |
| Annual return | 14.94% | 20.76%-5.8pp | 89.72%-74.8pp | 24.14%-9.2pp |
| Employer contribution / active EE | $2,016 | $1,431+40.9% | $4,268-52.8% | $1,862+8.3% |
| Participant deferral / active EE | $2,974 | $1,996+49.0% | $5,630-47.2% | $2,980-0.2% |
| Admin fee / account holder | $13,249 | $2,330+468.5% | $16,006-17.2% | $3,703+257.8% |