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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 | $36,068 | $51,638-30.2% | $129,406-72.1% | $80,959-55.4% |
| Participation rate | 67.3% | 56.9%+10.4pp | 69.6%-2.3pp | 67.7%-0.4pp |
| Annual return | 15.74% | 20.78%-5.0pp | 9468.18%-9452.4pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,683 | $1,584+6.3% | $4,155-59.5% | $2,757-39.0% |
| Participant deferral / active EE | $2,859 | $2,670+7.1% | $4,167-31.4% | $4,300-33.5% |
| Admin fee / account holder | $1,001 | $4,313-76.8% | $7,689-87.0% | $6,925-85.5% |