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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 | $27,613 | $48,011-42.5% | $63,803-56.7% | $82,637-66.6% |
| Participation rate | 68.1% | 66.6%+1.5pp | 72.7%-4.6pp | 68.1%0pp |
| Annual return | 17.53% | 19.84%-2.3pp | 543.72%-526.2pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,167 | $1,904-38.7% | $2,532-53.9% | $2,552-54.3% |
| Participant deferral / active EE | $2,772 | $2,846-2.6% | $3,843-27.9% | $4,126-32.8% |
| Admin fee / account holder | $2,130 | $3,873-45.0% | $5,196-59.0% | $7,339-71.0% |