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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 | $22,571 | $61,125-63.1% | $94,057-76.0% | $87,485-74.2% |
| Participation rate | 67.9% | 64.1%+3.8pp | 73.3%-5.5pp | 68.9%-1.1pp |
| Annual return | 23.50% | 35.20%-11.7pp | 480.62%-457.1pp | 26.06%-2.6pp |
| Employer contribution / active EE | $2,136 | $2,1360% | $2,933-27.2% | $2,596-17.7% |
| Participant deferral / active EE | $6,373 | $3,260+95.5% | $4,709+35.3% | $4,274+49.1% |
| Admin fee / account holder | $1,124 | $5,629-80.0% | $7,244-84.5% | $7,775-85.5% |