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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 | $17,854 | $123,854-85.6% | $69,623-74.4% | $145,884-87.8% |
| Participation rate | 66.7% | 69.2%-2.6pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 11.27% | 192.35%-181.1pp | 101.23%-90.0pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,045 | $2,673-23.5% | $1,709+19.7% | $4,662-56.1% |
| Participant deferral / active EE | $2,584 | $4,242-39.1% | $2,890-10.6% | $6,690-61.4% |
| Admin fee / account holder | $1,451 | $7,822-81.4% | $4,696-69.1% | $13,392-89.2% |