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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 | $25,262 | $49,976-49.5% | $66,674-62.1% | $82,637-69.4% |
| Participation rate | 67.5% | 63.1%+4.4pp | 73.7%-6.2pp | 68.1%-0.6pp |
| Annual return | 18.65% | 39.09%-20.4pp | 321.24%-302.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,726 | $1,988-13.2% | $2,620-34.1% | $2,552-32.4% |
| Participant deferral / active EE | $3,591 | $2,847+26.2% | $4,084-12.1% | $4,126-13.0% |
| Admin fee / account holder | $3,409 | $4,594-25.8% | $5,098-33.1% | $7,339-53.5% |