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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 | $57,236 | $51,638+10.8% | $68,368-16.3% | $82,448-30.6% |
| Participation rate | 68.8% | 63.6%+5.1pp | 73.8%-5.0pp | 68.1%+0.7pp |
| Annual return | 17.13% | 37.53%-20.4pp | 292.57%-275.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,711 | $2,047-16.4% | $2,649-35.4% | $2,551-32.9% |
| Participant deferral / active EE | $2,613 | $2,914-10.3% | $4,123-36.6% | $4,139-36.9% |
| Admin fee / account holder | $4,367 | $4,643-6.0% | $5,150-15.2% | $7,234-39.6% |