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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 | $15,923 | $51,638-69.2% | $129,406-87.7% | $80,959-80.3% |
| Participation rate | 67.3% | 56.9%+10.4pp | 69.6%-2.3pp | 67.7%-0.3pp |
| Annual return | 19.29% | 20.78%-1.5pp | 9468.18%-9448.9pp | 35.67%-16.4pp |
| Employer contribution / active EE | $1,836 | $1,584+16.0% | $4,155-55.8% | $2,757-33.4% |
| Participant deferral / active EE | $3,361 | $2,670+25.9% | $4,167-19.4% | $4,300-21.9% |
| Admin fee / account holder | $340 | $4,313-92.1% | $7,689-95.6% | $6,925-95.1% |