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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 | $55,902-13.4% | $76,030-36.3% | $80,959-40.2% |
| Participation rate | 64.5% | 62.1%+2.5pp | 69.1%-4.5pp | 67.7%-3.2pp |
| Annual return | 23.84% | 20.59%+3.3pp | 361.54%-337.7pp | 35.67%-11.8pp |
| Employer contribution / active EE | $3,300 | $1,867+76.8% | $2,688+22.8% | $2,757+19.7% |
| Participant deferral / active EE | $3,929 | $3,051+28.8% | $4,257-7.7% | $4,300-8.6% |
| Admin fee / account holder | $750 | $5,239-85.7% | $6,421-88.3% | $6,925-89.2% |