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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 | $48,578 | $83,369-41.7% | $105,223-53.8% | $67,986-28.5% |
| Participation rate | 59.8% | 56.3%+3.6pp | 75.0%-15.2pp | 57.2%+2.6pp |
| Annual return | 25.97% | 24.64%+1.3pp | 180.65%-154.7pp | 31.67%-5.7pp |
| Employer contribution / active EE | $2,404 | $2,541-5.4% | $3,689-34.8% | $2,019+19.1% |
| Participant deferral / active EE | $5,232 | $3,295+58.8% | $5,072+3.2% | $3,358+55.8% |
| Admin fee / account holder | $5,767 | $4,073+41.6% | $8,859-34.9% | $3,203+80.0% |