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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 | $82,842 | $63,861+29.7% | $104,625-20.8% | $79,852+3.7% |
| Participation rate | 67.6% | 64.9%+2.6pp | 74.1%-6.5pp | 69.6%-2.1pp |
| Annual return | 18.40% | 21.30%-2.9pp | 340.60%-322.2pp | 31.72%-13.3pp |
| Employer contribution / active EE | $1,273 | $1,588-19.8% | $2,681-52.5% | $2,471-48.5% |
| Participant deferral / active EE | $2,213 | $2,693-17.8% | $3,738-40.8% | $3,740-40.8% |
| Admin fee / account holder | $1,901 | $4,185-54.6% | $6,465-70.6% | $5,306-64.2% |