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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 | $48,421 | $69,118-29.9% | $53,647-9.7% | $138,895-65.1% |
| Participation rate | 68.2% | 64.0%+4.2pp | 56.3%+11.9pp | 79.9%-11.7pp |
| Annual return | 17.00% | 248.26%-231.3pp | 358.33%-341.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,068 | $1,189-10.3% | $962+11.0% | $4,194-74.5% |
| Participant deferral / active EE | $4,804 | $2,274+111.3% | $1,813+165.0% | $6,396-24.9% |
| Admin fee / account holder | $2,263 | $2,724-16.9% | $2,460-8.0% | $12,562-82.0% |