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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 | $15,969 | $58,523-72.7% | $99,475-83.9% | $72,975-78.1% |
| Participation rate | 65.2% | 64.6%+0.6pp | 73.8%-8.6pp | 69.5%-4.3pp |
| Annual return | 73.41% | 28.51%+44.9pp | 30.72%+42.7pp | 81.01%-7.6pp |
| Employer contribution / active EE | $1,589 | $1,512+5.1% | $2,540-37.4% | $2,440-34.9% |
| Participant deferral / active EE | $2,096 | $2,606-19.6% | $3,619-42.1% | $3,608-41.9% |
| Admin fee / account holder | $1,522 | $4,102-62.9% | $6,252-75.7% | $5,124-70.3% |