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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 | $20,072 | $51,638-61.1% | $68,368-70.6% | $82,448-75.7% |
| Participation rate | 64.0% | 63.6%+0.4pp | 73.8%-9.8pp | 68.1%-4.1pp |
| Annual return | 18.39% | 37.53%-19.1pp | 292.57%-274.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,302 | $2,047+12.5% | $2,649-13.1% | $2,551-9.8% |
| Participant deferral / active EE | $3,771 | $2,914+29.4% | $4,123-8.5% | $4,139-8.9% |
| Admin fee / account holder | $867 | $4,643-81.3% | $5,150-83.2% | $7,234-88.0% |