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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 | $21,423 | $55,889-61.7% | $76,119-71.9% | $80,935-73.5% |
| Participation rate | 62.9% | 62.1%+0.8pp | 69.1%-6.2pp | 67.7%-4.8pp |
| Annual return | 21.26% | 20.58%+0.7pp | 361.25%-340.0pp | 35.66%-14.4pp |
| Employer contribution / active EE | $769 | $1,866-58.8% | $2,693-71.5% | $2,757-72.1% |
| Participant deferral / active EE | $8,460 | $3,051+177.2% | $4,259+98.6% | $4,299+96.8% |
| Admin fee / account holder | $7,189 | $5,241+37.1% | $6,421+11.9% | $6,924+3.8% |