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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 | $22,125 | $48,364-54.3% | $71,796-69.2% | $62,881-64.8% |
| Participation rate | 67.5% | 60.6%+6.9pp | 69.1%-1.6pp | 69.3%-1.8pp |
| Annual return | 8.51% | 13.16%-4.6pp | 78.04%-69.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,746 | $1,042+67.6% | $1,924-9.3% | $2,281-23.4% |
| Participant deferral / active EE | $3,913 | $2,091+87.1% | $2,794+40.0% | $3,203+22.2% |
| Admin fee / account holder | $402 | $3,771-89.3% | $4,815-91.6% | $4,296-90.6% |