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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 | $50,314 | $69,118-27.2% | $53,647-6.2% | $138,895-63.8% |
| Participation rate | 68.4% | 64.0%+4.4pp | 56.3%+12.1pp | 79.9%-11.5pp |
| Annual return | 21.63% | 248.26%-226.6pp | 358.33%-336.7pp | 145.39%-123.8pp |
| Employer contribution / active EE | $2,655 | $1,189+123.2% | $962+175.9% | $4,194-36.7% |
| Participant deferral / active EE | $3,280 | $2,274+44.2% | $1,813+80.9% | $6,396-48.7% |
| Admin fee / account holder | $1,686 | $2,724-38.1% | $2,460-31.5% | $12,562-86.6% |