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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 | $56,846 | $48,053+18.3% | $84,628-32.8% | $72,975-22.1% |
| Participation rate | 69.0% | 57.6%+11.4pp | 68.2%+0.7pp | 69.5%-0.5pp |
| Annual return | 20.51% | 37.39%-16.9pp | 258.80%-238.3pp | 81.01%-60.5pp |
| Employer contribution / active EE | $3,014 | $1,602+88.2% | $2,653+13.6% | $2,440+23.5% |
| Participant deferral / active EE | $4,132 | $2,681+54.1% | $3,900+5.9% | $3,608+14.5% |
| Admin fee / account holder | $2,183 | $3,395-35.7% | $4,914-55.6% | $5,124-57.4% |