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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 | $27,046 | $22,602+19.7% | $65,566-58.8% | $75,173-64.0% |
| Participation rate | 66.7% | 63.1%+3.6pp | 64.9%+1.7pp | 67.2%-0.5pp |
| Annual return | 17.47% | 71.13%-53.7pp | 47.40%-29.9pp | 160.72%-143.2pp |
| Employer contribution / active EE | $1,965 | $941+108.8% | $1,692+16.1% | $2,671-26.4% |
| Participant deferral / active EE | $4,238 | $1,695+150.1% | $2,832+49.6% | $4,126+2.7% |
| Admin fee / account holder | $569 | $1,877-69.7% | $4,114-86.2% | $5,651-89.9% |