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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 | $63,684 | $73,787-13.7% | $98,716-35.5% | $82,448-22.8% |
| Participation rate | 54.2% | 61.4%-7.2pp | 69.3%-15.1pp | 68.1%-13.9pp |
| Annual return | 70.00% | 18.57%+51.4pp | 31.81%+38.2pp | 41.64%+28.4pp |
| Employer contribution / active EE | $1,896 | $1,511+25.4% | $2,279-16.8% | $2,551-25.7% |
| Participant deferral / active EE | $3,863 | $3,081+25.4% | $4,048-4.6% | $4,139-6.7% |
| Admin fee / account holder | $4,167 | $6,500-35.9% | $8,703-52.1% | $7,234-42.4% |