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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 | $56,060-49.9% | $76,002-63.1% | $80,874-65.3% |
| Participation rate | 68.0% | 62.0%+6.0pp | 69.1%-1.1pp | 67.6%+0.4pp |
| Annual return | 18.17% | 20.54%-2.4pp | 360.07%-341.9pp | 35.62%-17.5pp |
| Employer contribution / active EE | $2,211 | $1,873+18.0% | $2,688-17.7% | $2,756-19.7% |
| Participant deferral / active EE | $5,448 | $3,051+78.5% | $4,257+28.0% | $4,297+26.8% |
| Admin fee / account holder | $3,022 | $5,237-42.3% | $6,414-52.9% | $6,935-56.4% |