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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 | $27,019 | $77,920-65.3% | $149,723-82.0% | $75,177-64.1% |
| Participation rate | 65.6% | 65.6%0pp | 78.8%-13.2pp | 67.2%-1.6pp |
| Annual return | 82.41% | 31.72%+50.7pp | 134.50%-52.1pp | 160.75%-78.3pp |
| Employer contribution / active EE | $1,839 | $3,138-41.4% | $4,821-61.8% | $2,671-31.1% |
| Participant deferral / active EE | $3,843 | $3,411+12.7% | $5,682-32.4% | $4,126-6.9% |
| Admin fee / account holder | $1,448 | $5,951-75.7% | $13,215-89.0% | $5,651-74.4% |