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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 | $52,580 | $74,535-29.5% | $100,712-47.8% | $82,637-36.4% |
| Participation rate | 65.1% | 61.2%+3.9pp | 69.3%-4.2pp | 68.1%-2.9pp |
| Annual return | 45.43% | 18.92%+26.5pp | 33.27%+12.2pp | 53.51%-8.1pp |
| Employer contribution / active EE | $2,013 | $1,503+33.9% | $2,313-13.0% | $2,552-21.1% |
| Participant deferral / active EE | $3,345 | $3,074+8.8% | $4,085-18.1% | $4,126-18.9% |
| Admin fee / account holder | $1,625 | $6,576-75.3% | $9,256-82.4% | $7,339-77.9% |