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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 | $48,393 | $55,930-13.5% | $76,089-36.4% | $80,925-40.2% |
| Participation rate | 64.5% | 62.1%+2.5pp | 69.1%-4.6pp | 67.7%-3.1pp |
| Annual return | 23.84% | 20.58%+3.3pp | 360.94%-337.1pp | 35.65%-11.8pp |
| Employer contribution / active EE | $3,300 | $1,866+76.8% | $2,690+22.7% | $2,756+19.7% |
| Participant deferral / active EE | $3,929 | $3,051+28.8% | $4,259-7.8% | $4,299-8.6% |
| Admin fee / account holder | $750 | $5,241-85.7% | $6,418-88.3% | $6,940-89.2% |