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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 | $87,225-63.7% | $158,226-80.0% | $94,015-66.3% |
| Participation rate | 69.0% | 67.9%+1.0pp | 74.8%-5.9pp | 70.8%-1.9pp |
| Annual return | 21.32% | 16.34%+5.0pp | 501.41%-480.1pp | 17.84%+3.5pp |
| Employer contribution / active EE | $2,159 | $2,217-2.6% | $2,986-27.7% | $2,790-22.6% |
| Participant deferral / active EE | $3,978 | $3,405+16.8% | $4,317-7.9% | $4,249-6.4% |
| Admin fee / account holder | $1,792 | $7,888-77.3% | $10,217-82.5% | $8,951-80.0% |