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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 | $38,626 | $54,757-29.5% | $90,304-57.2% | $72,975-47.1% |
| Participation rate | 68.6% | 65.2%+3.4pp | 73.3%-4.7pp | 69.5%-0.9pp |
| Annual return | 19.55% | 30.63%-11.1pp | 78.13%-58.6pp | 81.01%-61.5pp |
| Employer contribution / active EE | $1,000 | $2,093-52.2% | $2,855-65.0% | $2,440-59.0% |
| Participant deferral / active EE | $2,062 | $2,887-28.6% | $3,885-46.9% | $3,608-42.8% |
| Admin fee / account holder | $2,549 | $3,973-35.8% | $5,354-52.4% | $5,124-50.3% |