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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 | $25,142 | $24,618+2.1% | $71,585-64.9% | $82,637-69.6% |
| Participation rate | 68.0% | 68.2%-0.2pp | 68.2%-0.2pp | 68.1%-0.1pp |
| Annual return | 20.96% | 93.17%-72.2pp | 59.26%-38.3pp | 53.51%-32.5pp |
| Employer contribution / active EE | $1,935 | $852+127.2% | $1,669+16.0% | $2,552-24.2% |
| Participant deferral / active EE | $2,724 | $1,720+58.3% | $2,923-6.8% | $4,126-34.0% |
| Admin fee / account holder | $720 | $3,285-78.1% | $4,712-84.7% | $7,339-90.2% |