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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 | $77,852 | $45,343+71.7% | $150,298-48.2% | $67,986+14.5% |
| Participation rate | 57.3% | 51.9%+5.4pp | 77.8%-20.5pp | 57.2%+0.1pp |
| Annual return | 41.39% | 33.28%+8.1pp | 62.79%-21.4pp | 31.67%+9.7pp |
| Employer contribution / active EE | $1,833 | $1,462+25.4% | $4,154-55.9% | $2,019-9.2% |
| Participant deferral / active EE | $3,001 | $2,055+46.0% | $5,453-45.0% | $3,358-10.6% |
| Admin fee / account holder | $1,518 | $2,250-32.5% | $14,116-89.2% | $3,203-52.6% |