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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 | $27,194 | $52,580-48.3% | $71,671-62.1% | $70,126-61.2% |
| Participation rate | 64.4% | 60.9%+3.5pp | 68.7%-4.3pp | 69.5%-5.1pp |
| Annual return | 60.27% | 20.25%+40.0pp | 20.65%+39.6pp | 73.15%-12.9pp |
| Employer contribution / active EE | $1,059 | $1,616-34.5% | $2,460-57.0% | $2,343-54.8% |
| Participant deferral / active EE | $2,222 | $2,386-6.9% | $3,438-35.4% | $3,332-33.3% |
| Admin fee / account holder | $982 | $3,653-73.1% | $5,558-82.3% | $4,645-78.9% |