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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 | $28,355 | $48,053-41.0% | $84,623-66.5% | $72,983-61.1% |
| Participation rate | 57.1% | 57.6%-0.4pp | 68.2%-11.1pp | 69.5%-12.3pp |
| Annual return | 21.30% | 37.39%-16.1pp | 258.77%-237.5pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,746 | $1,602+9.0% | $2,652-34.2% | $2,440-28.4% |
| Participant deferral / active EE | $2,678 | $2,681-0.1% | $3,899-31.3% | $3,608-25.8% |
| Admin fee / account holder | $2,812 | $3,395-17.2% | $4,913-42.8% | $5,124-45.1% |