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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 | $49,976-45.5% | $66,674-59.2% | $82,637-67.1% |
| Participation rate | 64.0% | 63.1%+0.9pp | 73.7%-9.7pp | 68.1%-4.1pp |
| Annual return | 20.35% | 39.09%-18.7pp | 321.24%-300.9pp | 53.51%-33.2pp |
| Employer contribution / active EE | $1,563 | $1,988-21.4% | $2,620-40.4% | $2,552-38.8% |
| Participant deferral / active EE | $4,607 | $2,847+61.8% | $4,084+12.8% | $4,126+11.6% |
| Admin fee / account holder | $4,435 | $4,594-3.5% | $5,098-13.0% | $7,339-39.6% |