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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 | $64,149 | $48,053+33.5% | $84,637-24.2% | $72,976-12.1% |
| Participation rate | 69.4% | 57.6%+11.8pp | 68.2%+1.1pp | 69.5%-0.1pp |
| Annual return | 22.98% | 37.39%-14.4pp | 258.82%-235.8pp | 81.02%-58.0pp |
| Employer contribution / active EE | $1,198 | $1,602-25.2% | $2,653-54.9% | $2,440-50.9% |
| Participant deferral / active EE | $2,624 | $2,681-2.1% | $3,900-32.7% | $3,608-27.3% |
| Admin fee / account holder | $720 | $3,395-78.8% | $4,914-85.3% | $5,124-85.9% |