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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 | $53,907 | $47,105+14.4% | $68,368-21.2% | $67,986-20.7% |
| Participation rate | 68.4% | 51.8%+16.6pp | 73.8%-5.3pp | 57.2%+11.2pp |
| Annual return | 18.16% | 48.37%-30.2pp | 292.57%-274.4pp | 31.67%-13.5pp |
| Employer contribution / active EE | $3,734 | $1,859+100.9% | $2,649+41.0% | $2,019+85.0% |
| Participant deferral / active EE | $4,865 | $2,374+104.9% | $4,123+18.0% | $3,358+44.9% |
| Admin fee / account holder | $1,304 | $2,435-46.4% | $5,150-74.7% | $3,203-59.3% |