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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 | $27,594 | $58,848-53.1% | $88,179-68.7% | $82,637-66.6% |
| Participation rate | 62.0% | 57.9%+4.1pp | 69.1%-7.1pp | 68.1%-6.1pp |
| Annual return | 17.48% | 22.76%-5.3pp | 64.97%-47.5pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,511 | $1,678-9.9% | $2,549-40.7% | $2,552-40.8% |
| Participant deferral / active EE | $2,084 | $3,124-33.3% | $4,614-54.8% | $4,126-49.5% |
| Admin fee / account holder | $1,861 | $4,795-61.2% | $7,673-75.8% | $7,339-74.6% |