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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 | $21,241 | $49,897-57.4% | $80,648-73.7% | $75,177-71.7% |
| Participation rate | 59.5% | 55.3%+4.1pp | 67.0%-7.6pp | 67.2%-7.7pp |
| Annual return | 20.61% | 34.68%-14.1pp | 937.21%-916.6pp | 160.75%-140.1pp |
| Employer contribution / active EE | $1,674 | $1,699-1.5% | $2,724-38.5% | $2,671-37.3% |
| Participant deferral / active EE | $4,032 | $2,992+34.7% | $4,443-9.3% | $4,126-2.3% |
| Admin fee / account holder | $1,497 | $3,579-58.2% | $5,382-72.2% | $5,651-73.5% |