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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 | $41,125 | $51,638-20.4% | $68,368-39.8% | $82,448-50.1% |
| Participation rate | 68.3% | 63.6%+4.7pp | 73.8%-5.4pp | 68.1%+0.3pp |
| Annual return | 23.92% | 37.53%-13.6pp | 292.57%-268.7pp | 41.64%-17.7pp |
| Employer contribution / active EE | $2,748 | $2,047+34.3% | $2,649+3.7% | $2,551+7.7% |
| Participant deferral / active EE | $5,362 | $2,914+84.0% | $4,123+30.1% | $4,139+29.5% |
| Admin fee / account holder | $8,780 | $4,643+89.1% | $5,150+70.5% | $7,234+21.4% |