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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 | $49,484 | $63,861-22.5% | $104,625-52.7% | $79,852-38.0% |
| Participation rate | 69.6% | 64.9%+4.6pp | 74.1%-4.5pp | 69.6%-0.1pp |
| Annual return | 20.28% | 21.30%-1.0pp | 340.60%-320.3pp | 31.72%-11.4pp |
| Employer contribution / active EE | $5,016 | $1,588+215.8% | $2,681+87.1% | $2,471+103.0% |
| Participant deferral / active EE | $3,469 | $2,693+28.8% | $3,738-7.2% | $3,740-7.3% |
| Admin fee / account holder | $485 | $4,185-88.4% | $6,465-92.5% | $5,306-90.9% |