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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 | $19,214 | $58,275-67.0% | $81,844-76.5% | $80,935-76.3% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 21.51% | 41.82%-20.3pp | 778.87%-757.4pp | 35.66%-14.2pp |
| Employer contribution / active EE | $948 | $2,346-59.6% | $2,916-67.5% | $2,757-65.6% |
| Participant deferral / active EE | $1,606 | $3,285-51.1% | $4,323-62.8% | $4,299-62.6% |
| Admin fee / account holder | $777 | $4,749-83.6% | $7,355-89.4% | $6,924-88.8% |