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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 | $34,632 | $55,889-38.0% | $76,119-54.5% | $80,935-57.2% |
| Participation rate | 67.6% | 62.1%+5.5pp | 69.1%-1.5pp | 67.7%-0.1pp |
| Annual return | 18.45% | 20.58%-2.1pp | 361.25%-342.8pp | 35.66%-17.2pp |
| Employer contribution / active EE | $2,466 | $1,866+32.2% | $2,693-8.4% | $2,757-10.5% |
| Participant deferral / active EE | $4,818 | $3,051+57.9% | $4,259+13.1% | $4,299+12.1% |
| Admin fee / account holder | $1,872 | $5,241-64.3% | $6,421-70.9% | $6,924-73.0% |