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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 | $25,581 | $56,134-54.4% | $96,171-73.4% | $85,847-70.2% |
| Participation rate | 66.0% | 56.7%+9.3pp | 68.4%-2.4pp | 69.3%-3.3pp |
| Annual return | 18.81% | 42.30%-23.5pp | 192.04%-173.2pp | 318.61%-299.8pp |
| Employer contribution / active EE | $1,649 | $1,620+1.8% | $2,799-41.1% | $2,565-35.7% |
| Participant deferral / active EE | $3,426 | $2,858+19.9% | $4,350-21.2% | $3,952-13.3% |
| Admin fee / account holder | $1,752 | $3,769-53.5% | $5,538-68.4% | $6,261-72.0% |