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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 | $44,440 | $63,703-30.2% | $93,063-52.2% | $82,448-46.1% |
| Participation rate | 68.8% | 63.8%+4.9pp | 72.1%-3.4pp | 68.1%+0.7pp |
| Annual return | 13.53% | -775.43%+789.0pp | 34.15%-20.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,562 | $1,729+48.2% | $2,476+3.5% | $2,551+0.4% |
| Participant deferral / active EE | $2,649 | $2,919-9.3% | $3,958-33.1% | $4,139-36.0% |
| Admin fee / account holder | $5,583 | $5,982-6.7% | $6,033-7.5% | $7,234-22.8% |