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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 | $28,563 | $48,046-40.6% | $84,610-66.2% | $72,986-60.9% |
| Participation rate | 39.2% | 57.6%-18.4pp | 68.2%-29.0pp | 69.5%-30.3pp |
| Annual return | 27.56% | 37.38%-9.8pp | 258.74%-231.2pp | 81.01%-53.4pp |
| Employer contribution / active EE | $2,022 | $1,602+26.2% | $2,652-23.8% | $2,440-17.1% |
| Participant deferral / active EE | $2,330 | $2,680-13.1% | $3,899-40.2% | $3,607-35.4% |
| Admin fee / account holder | $1,520 | $3,395-55.2% | $4,912-69.1% | $5,124-70.3% |