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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 | $55,187 | $51,638+6.9% | $68,368-19.3% | $82,448-33.1% |
| Participation rate | 69.8% | 63.6%+6.2pp | 73.8%-3.9pp | 68.1%+1.7pp |
| Annual return | 16.06% | 37.53%-21.5pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,763 | $2,047-13.9% | $2,649-33.5% | $2,551-30.9% |
| Participant deferral / active EE | $2,582 | $2,914-11.4% | $4,123-37.4% | $4,139-37.6% |
| Admin fee / account holder | $1,031 | $4,643-77.8% | $5,150-80.0% | $7,234-85.7% |