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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 | $52,745 | $89,259-40.9% | $107,187-50.8% | $82,637-36.2% |
| Participation rate | 64.8% | 67.9%-3.1pp | 75.0%-10.2pp | 68.1%-3.2pp |
| Annual return | 34.94% | 21.02%+13.9pp | 204.55%-169.6pp | 53.51%-18.6pp |
| Employer contribution / active EE | $3,372 | $3,080+9.5% | $3,782-10.8% | $2,552+32.1% |
| Participant deferral / active EE | $6,839 | $4,037+69.4% | $5,096+34.2% | $4,126+65.7% |
| Admin fee / account holder | $5,255 | $7,381-28.8% | $9,162-42.6% | $7,339-28.4% |