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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 | $33,324 | $58,848-43.4% | $88,179-62.2% | $82,637-59.7% |
| Participation rate | 63.0% | 57.9%+5.1pp | 69.1%-6.2pp | 68.1%-5.1pp |
| Annual return | 55.89% | 22.76%+33.1pp | 64.97%-9.1pp | 53.51%+2.4pp |
| Employer contribution / active EE | $1,804 | $1,678+7.5% | $2,549-29.2% | $2,552-29.3% |
| Participant deferral / active EE | $4,501 | $3,124+44.1% | $4,614-2.4% | $4,126+9.1% |
| Admin fee / account holder | $977 | $4,795-79.6% | $7,673-87.3% | $7,339-86.7% |