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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 | $20,294 | $53,128-61.8% | $86,582-76.6% | $70,126-71.1% |
| Participation rate | 67.3% | 65.3%+2.0pp | 73.5%-6.2pp | 69.5%-2.2pp |
| Annual return | 19.81% | 27.66%-7.9pp | 965.08%-945.3pp | 73.15%-53.3pp |
| Employer contribution / active EE | $1,239 | $2,068-40.1% | $2,839-56.4% | $2,343-47.1% |
| Participant deferral / active EE | $2,804 | $2,695+4.0% | $3,609-22.3% | $3,332-15.8% |
| Admin fee / account holder | $1,437 | $3,584-59.9% | $4,904-70.7% | $4,645-69.1% |