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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 | $28,351 | $55,902-49.3% | $76,030-62.7% | $80,959-65.0% |
| Participation rate | 68.5% | 62.1%+6.5pp | 69.1%-0.5pp | 67.7%+0.9pp |
| Annual return | 13.21% | 20.59%-7.4pp | 361.54%-348.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,784 | $1,867-4.4% | $2,688-33.6% | $2,757-35.3% |
| Participant deferral / active EE | $3,912 | $3,051+28.2% | $4,257-8.1% | $4,300-9.0% |
| Admin fee / account holder | $314 | $5,239-94.0% | $6,421-95.1% | $6,925-95.5% |