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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 | $67,823-28.6% | $52,425-7.6% | $137,256-64.7% |
| Participation rate | 68.2% | 63.9%+4.3pp | 55.6%+12.6pp | 80.0%-11.8pp |
| Annual return | 17.00% | 219.11%-202.1pp | 302.12%-285.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,068 | $1,163-8.2% | $914+16.8% | $4,156-74.3% |
| Participant deferral / active EE | $4,804 | $2,288+110.0% | $1,790+168.3% | $6,407-25.0% |
| Admin fee / account holder | $2,263 | $2,844-20.4% | $2,495-9.3% | $12,270-81.6% |