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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 | $28,063 | $55,902-49.8% | $76,030-63.1% | $80,959-65.3% |
| Participation rate | 68.0% | 62.1%+5.9pp | 69.1%-1.1pp | 67.7%+0.3pp |
| Annual return | 18.17% | 20.59%-2.4pp | 361.54%-343.4pp | 35.67%-17.5pp |
| Employer contribution / active EE | $2,211 | $1,867+18.5% | $2,688-17.7% | $2,757-19.8% |
| Participant deferral / active EE | $5,448 | $3,051+78.6% | $4,257+28.0% | $4,300+26.7% |
| Admin fee / account holder | $3,022 | $5,239-42.3% | $6,421-52.9% | $6,925-56.4% |