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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 | $27,451 | $43,075-36.3% | $74,577-63.2% | $62,881-56.3% |
| Participation rate | 64.0% | 58.1%+5.9pp | 68.1%-4.1pp | 69.3%-5.3pp |
| Annual return | 49.28% | 17.50%+31.8pp | 20.47%+28.8pp | 20.14%+29.1pp |
| Employer contribution / active EE | $953 | $1,498-36.4% | $2,525-62.3% | $2,281-58.2% |
| Participant deferral / active EE | $2,043 | $2,389-14.5% | $3,458-40.9% | $3,203-36.2% |
| Admin fee / account holder | $1,106 | $2,840-61.0% | $4,138-73.3% | $4,296-74.2% |