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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 | $23,203 | $49,976-53.6% | $66,674-65.2% | $82,637-71.9% |
| Participation rate | 67.2% | 63.1%+4.1pp | 73.7%-6.5pp | 68.1%-0.9pp |
| Annual return | 16.94% | 39.09%-22.2pp | 321.24%-304.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $746 | $1,988-62.5% | $2,620-71.5% | $2,552-70.8% |
| Participant deferral / active EE | $866 | $2,847-69.6% | $4,084-78.8% | $4,126-79.0% |
| Admin fee / account holder | $807 | $4,594-82.4% | $5,098-84.2% | $7,339-89.0% |