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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 | $56,063-13.7% | $76,051-36.4% | $80,911-40.2% |
| Participation rate | 64.5% | 62.0%+2.5pp | 69.1%-4.6pp | 67.6%-3.1pp |
| Annual return | 23.84% | 20.54%+3.3pp | 360.42%-336.6pp | 35.63%-11.8pp |
| Employer contribution / active EE | $3,300 | $1,874+76.1% | $2,690+22.7% | $2,756+19.8% |
| Participant deferral / active EE | $3,929 | $3,052+28.7% | $4,257-7.7% | $4,297-8.6% |
| Admin fee / account holder | $750 | $5,240-85.7% | $6,416-88.3% | $6,935-89.2% |