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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 | $57,807 | $93,057-37.9% | $153,500-62.3% | $80,925-28.6% |
| Participation rate | 66.2% | 69.0%-2.8pp | 77.1%-10.9pp | 67.7%-1.5pp |
| Annual return | 53.65% | 19.96%+33.7pp | 15.70%+37.9pp | 35.65%+18.0pp |
| Employer contribution / active EE | $4,944 | $3,507+41.0% | $5,039-1.9% | $2,756+79.4% |
| Participant deferral / active EE | $9,752 | $5,179+88.3% | $6,756+44.3% | $4,299+126.9% |
| Admin fee / account holder | $1,853 | $8,885-79.1% | $12,736-85.5% | $6,940-73.3% |