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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 | $17,314 | $67,823-74.5% | $52,425-67.0% | $137,256-87.4% |
| Participation rate | 61.5% | 63.9%-2.4pp | 55.6%+5.9pp | 80.0%-18.4pp |
| Annual return | 28.42% | 219.11%-190.7pp | 302.12%-273.7pp | 220.34%-191.9pp |
| Employer contribution / active EE | $1,756 | $1,163+51.0% | $914+92.0% | $4,156-57.8% |
| Participant deferral / active EE | $3,337 | $2,288+45.8% | $1,790+86.4% | $6,407-47.9% |
| Admin fee / account holder | $1,008 | $2,844-64.6% | $2,495-59.6% | $12,270-91.8% |