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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 | $29,870 | $56,200-46.9% | $67,653-55.8% | $59,633-49.9% |
| Participation rate | 68.0% | 71.5%-3.5pp | 75.7%-7.7pp | 68.7%-0.7pp |
| Annual return | 7.84% | 18506.71%-18498.9pp | 6625.22%-6617.4pp | 2041.40%-2033.6pp |
| Employer contribution / active EE | $1,281 | $1,615-20.7% | $2,266-43.5% | $2,203-41.8% |
| Participant deferral / active EE | $3,232 | $2,843+13.7% | $3,560-9.2% | $3,192+1.3% |
| Admin fee / account holder | $5,901 | $3,959+49.1% | $4,821+22.4% | $4,297+37.3% |