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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 | $22,571 | $51,638-56.3% | $68,368-67.0% | $82,448-72.6% |
| Participation rate | 67.9% | 63.6%+4.2pp | 73.8%-5.9pp | 68.1%-0.2pp |
| Annual return | 23.50% | 37.53%-14.0pp | 292.57%-269.1pp | 41.64%-18.1pp |
| Employer contribution / active EE | $2,136 | $2,047+4.4% | $2,649-19.4% | $2,551-16.3% |
| Participant deferral / active EE | $6,373 | $2,914+118.7% | $4,123+54.6% | $4,139+54.0% |
| Admin fee / account holder | $1,124 | $4,643-75.8% | $5,150-78.2% | $7,234-84.5% |