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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 | $51,606-69.1% | $129,339-87.7% | $80,911-80.3% |
| Participation rate | 67.3% | 57.0%+10.4pp | 69.6%-2.3pp | 67.6%-0.3pp |
| Annual return | 19.29% | 20.76%-1.5pp | 9437.05%-9417.8pp | 35.63%-16.3pp |
| Employer contribution / active EE | $1,836 | $1,582+16.1% | $4,154-55.8% | $2,756-33.4% |
| Participant deferral / active EE | $3,361 | $2,669+25.9% | $4,170-19.4% | $4,297-21.8% |
| Admin fee / account holder | $340 | $4,310-92.1% | $7,668-95.6% | $6,935-95.1% |