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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 | $31,683 | $63,703-50.3% | $93,063-66.0% | $82,448-61.6% |
| Participation rate | 69.0% | 63.8%+5.1pp | 72.1%-3.1pp | 68.1%+0.9pp |
| Annual return | 21.32% | -775.43%+796.7pp | 34.15%-12.8pp | 41.64%-20.3pp |
| Employer contribution / active EE | $2,159 | $1,729+24.9% | $2,476-12.8% | $2,551-15.4% |
| Participant deferral / active EE | $3,978 | $2,919+36.3% | $3,958+0.5% | $4,139-3.9% |
| Admin fee / account holder | $1,792 | $5,982-70.0% | $6,033-70.3% | $7,234-75.2% |