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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 | $32,669 | $51,638-36.7% | $68,368-52.2% | $82,448-60.4% |
| Participation rate | 66.2% | 63.6%+2.5pp | 73.8%-7.6pp | 68.1%-1.9pp |
| Annual return | 17.12% | 37.53%-20.4pp | 292.57%-275.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,908 | $2,047-6.8% | $2,649-28.0% | $2,551-25.2% |
| Participant deferral / active EE | $4,149 | $2,914+42.4% | $4,123+0.6% | $4,139+0.2% |
| Admin fee / account holder | $5,045 | $4,643+8.6% | $5,150-2.0% | $7,234-30.3% |