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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 | $21,722 | $67,823-68.0% | $52,425-58.6% | $137,256-84.2% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 15.02% | 219.11%-204.1pp | 302.12%-287.1pp | 220.34%-205.3pp |
| Employer contribution / active EE | $931 | $1,163-20.0% | $914+1.8% | $4,156-77.6% |
| Participant deferral / active EE | $1,589 | $2,288-30.5% | $1,790-11.3% | $6,407-75.2% |
| Admin fee / account holder | $2,023 | $2,844-28.9% | $2,495-18.9% | $12,270-83.5% |