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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 | $22,207 | $57,305-61.2% | $86,640-74.4% | $75,173-70.5% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 17.52% | 2674.24%-2656.7pp | 592.52%-575.0pp | 160.72%-143.2pp |
| Employer contribution / active EE | $1,447 | $2,316-37.5% | $3,024-52.2% | $2,671-45.8% |
| Participant deferral / active EE | $4,302 | $3,320+29.6% | $4,438-3.1% | $4,126+4.3% |
| Admin fee / account holder | $785 | $4,116-80.9% | $5,616-86.0% | $5,651-86.1% |