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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 | $36,516 | $51,638-29.3% | $68,368-46.6% | $82,448-55.7% |
| Participation rate | 69.2% | 63.6%+5.6pp | 73.8%-4.5pp | 68.1%+1.2pp |
| Annual return | 46.56% | 37.53%+9.0pp | 292.57%-246.0pp | 41.64%+4.9pp |
| Employer contribution / active EE | $2,471 | $2,047+20.7% | $2,649-6.7% | $2,551-3.1% |
| Participant deferral / active EE | $4,266 | $2,914+46.4% | $4,123+3.5% | $4,139+3.1% |
| Admin fee / account holder | $4,766 | $4,643+2.6% | $5,150-7.5% | $7,234-34.1% |