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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 | $49,212 | $80,332-38.7% | $107,187-54.1% | $64,097-23.2% |
| Participation rate | 66.7% | 54.4%+12.3pp | 75.0%-8.4pp | 55.2%+11.5pp |
| Annual return | 18.26% | 24.26%-6.0pp | 204.55%-186.3pp | 34.64%-16.4pp |
| Employer contribution / active EE | $3,138 | $2,501+25.5% | $3,782-17.0% | $1,891+65.9% |
| Participant deferral / active EE | $4,150 | $3,109+33.5% | $5,096-18.6% | $3,080+34.7% |
| Admin fee / account holder | $4,354 | $4,314+0.9% | $9,162-52.5% | $3,454+26.0% |