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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 | $19,945 | $45,082-55.8% | $69,464-71.3% | $72,975-72.7% |
| Participation rate | 69.6% | 68.5%+1.1pp | 74.6%-5.0pp | 69.5%+0.1pp |
| Annual return | 40.14% | 22.66%+17.5pp | 28.98%+11.2pp | 81.01%-40.9pp |
| Employer contribution / active EE | $2,312 | $2,055+12.5% | $2,779-16.8% | $2,440-5.2% |
| Participant deferral / active EE | $4,071 | $2,604+56.4% | $3,536+15.1% | $3,608+12.9% |
| Admin fee / account holder | $1,838 | $3,057-39.9% | $3,840-52.1% | $5,124-64.1% |