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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 | $27,214 | $51,638-47.3% | $68,368-60.2% | $82,448-67.0% |
| Participation rate | 64.0% | 63.6%+0.4pp | 73.8%-9.8pp | 68.1%-4.1pp |
| Annual return | 20.35% | 37.53%-17.2pp | 292.57%-272.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,563 | $2,047-23.6% | $2,649-41.0% | $2,551-38.7% |
| Participant deferral / active EE | $4,607 | $2,914+58.1% | $4,123+11.7% | $4,139+11.3% |
| Admin fee / account holder | $4,435 | $4,643-4.5% | $5,150-13.9% | $7,234-38.7% |