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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 | $16,427 | $51,638-68.2% | $68,368-76.0% | $82,448-80.1% |
| Participation rate | 69.0% | 63.6%+5.4pp | 73.8%-4.8pp | 68.1%+0.9pp |
| Annual return | 21.36% | 37.53%-16.2pp | 292.57%-271.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,593 | $2,047-22.2% | $2,649-39.9% | $2,551-37.6% |
| Participant deferral / active EE | $3,222 | $2,914+10.6% | $4,123-21.9% | $4,139-22.2% |
| Admin fee / account holder | $1,795 | $4,643-61.3% | $5,150-65.1% | $7,234-75.2% |