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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 | $16,427 | $61,125-73.1% | $94,057-82.5% | $87,485-81.2% |
| Participation rate | 69.0% | 64.1%+4.9pp | 73.3%-4.4pp | 68.9%0pp |
| Annual return | 21.36% | 35.20%-13.8pp | 480.62%-459.3pp | 26.06%-4.7pp |
| Employer contribution / active EE | $1,593 | $2,136-25.4% | $2,933-45.7% | $2,596-38.6% |
| Participant deferral / active EE | $3,222 | $3,260-1.2% | $4,709-31.6% | $4,274-24.6% |
| Admin fee / account holder | $1,795 | $5,629-68.1% | $7,244-75.2% | $7,775-76.9% |