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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 | $21,458 | $70,666-69.6% | $169,385-87.3% | $75,181-71.5% |
| Participation rate | 67.6% | 64.8%+2.8pp | 77.2%-9.6pp | 67.2%+0.4pp |
| Annual return | 22.56% | 36.37%-13.8pp | 405.82%-383.3pp | 160.69%-138.1pp |
| Employer contribution / active EE | $3,089 | $2,210+39.7% | $4,012-23.0% | $2,671+15.7% |
| Participant deferral / active EE | $5,660 | $4,308+31.4% | $6,221-9.0% | $4,126+37.2% |
| Admin fee / account holder | $872 | $5,402-83.9% | $9,011-90.3% | $5,650-84.6% |