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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 | $47,905 | $45,312+5.7% | $86,233-44.4% | $67,986-29.5% |
| Participation rate | 62.1% | 42.4%+19.7pp | 69.0%-6.9pp | 57.2%+4.9pp |
| Annual return | 16.82% | 24.79%-8.0pp | 61.39%-44.6pp | 31.67%-14.8pp |
| Employer contribution / active EE | $2,124 | $1,160+83.2% | $2,504-15.2% | $2,019+5.2% |
| Participant deferral / active EE | $4,615 | $2,185+111.3% | $4,559+1.2% | $3,358+37.4% |
| Admin fee / account holder | $5,721 | $3,295+73.7% | $8,342-31.4% | $3,203+78.6% |