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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 | $39,169 | $49,976-21.6% | $66,674-41.3% | $82,637-52.6% |
| Participation rate | 69.5% | 63.1%+6.4pp | 73.7%-4.2pp | 68.1%+1.4pp |
| Annual return | 14.37% | 39.09%-24.7pp | 321.24%-306.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,428 | $1,988-28.2% | $2,620-45.5% | $2,552-44.0% |
| Participant deferral / active EE | $3,466 | $2,847+21.8% | $4,084-15.1% | $4,126-16.0% |
| Admin fee / account holder | $801 | $4,594-82.6% | $5,098-84.3% | $7,339-89.1% |