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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 | $73,107-56.7% | $114,563-72.3% | $87,485-63.8% |
| Participation rate | 69.0% | 65.8%+3.2pp | 72.9%-3.9pp | 68.9%0pp |
| Annual return | 21.32% | 19.47%+1.8pp | 241.09%-219.8pp | 26.06%-4.7pp |
| Employer contribution / active EE | $2,159 | $1,881+14.8% | $2,592-16.7% | $2,596-16.9% |
| Participant deferral / active EE | $3,978 | $3,144+26.5% | $4,142-4.0% | $4,274-6.9% |
| Admin fee / account holder | $1,792 | $5,770-68.9% | $7,623-76.5% | $7,775-76.9% |