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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 | $12,682 | $69,118-81.7% | $53,647-76.4% | $138,895-90.9% |
| Participation rate | 65.2% | 64.0%+1.2pp | 56.3%+8.9pp | 79.9%-14.7pp |
| Annual return | 21.14% | 248.26%-227.1pp | 358.33%-337.2pp | 145.39%-124.3pp |
| Employer contribution / active EE | $902 | $1,189-24.1% | $962-6.2% | $4,194-78.5% |
| Participant deferral / active EE | $2,028 | $2,274-10.8% | $1,813+11.8% | $6,396-68.3% |
| Admin fee / account holder | $1,870 | $2,724-31.4% | $2,460-24.0% | $12,562-85.1% |