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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 | $80,674-39.8% | $119,126-59.2% | $64,340-24.5% |
| Participation rate | 59.8% | 55.2%+4.6pp | 75.8%-15.9pp | 55.2%+4.6pp |
| Annual return | 25.97% | 26.86%-0.9pp | 282.11%-256.1pp | 24.14%+1.8pp |
| Employer contribution / active EE | $2,404 | $2,564-6.2% | $4,034-40.4% | $1,862+29.2% |
| Participant deferral / active EE | $5,232 | $3,053+71.4% | $5,318-1.6% | $2,980+75.5% |
| Admin fee / account holder | $5,767 | $4,559+26.5% | $10,693-46.1% | $3,703+55.7% |