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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 | $20,182 | $71,230-71.7% | $93,727-78.5% | $80,959-75.1% |
| Participation rate | 64.8% | 60.4%+4.4pp | 68.7%-3.9pp | 67.7%-2.9pp |
| Annual return | 14.68% | 11.26%+3.4pp | 133.83%-119.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $3,254 | $1,565+107.9% | $2,421+34.4% | $2,757+18.0% |
| Participant deferral / active EE | $4,171 | $4,037+3.3% | $4,417-5.6% | $4,300-3.0% |
| Admin fee / account holder | $2,881 | $6,961-58.6% | $8,292-65.2% | $6,925-58.4% |