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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 | $54,420 | $106,524-48.9% | $152,301-64.3% | $87,485-37.8% |
| Participation rate | 69.6% | 75.8%-6.2pp | 82.4%-12.9pp | 68.9%+0.6pp |
| Annual return | 35.36% | 26.89%+8.5pp | 80.50%-45.1pp | 26.06%+9.3pp |
| Employer contribution / active EE | $4,750 | $3,371+40.9% | $4,624+2.7% | $2,596+83.0% |
| Participant deferral / active EE | $10,098 | $6,525+54.8% | $8,004+26.2% | $4,274+136.3% |
| Admin fee / account holder | $5,168 | $8,287-37.6% | $14,398-64.1% | $7,775-33.5% |