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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 | $20,072 | $61,125-67.2% | $94,057-78.7% | $87,485-77.1% |
| Participation rate | 64.0% | 64.1%-0.1pp | 73.3%-9.3pp | 68.9%-4.9pp |
| Annual return | 18.39% | 35.20%-16.8pp | 480.62%-462.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $2,302 | $2,136+7.7% | $2,933-21.5% | $2,596-11.3% |
| Participant deferral / active EE | $3,771 | $3,260+15.7% | $4,709-19.9% | $4,274-11.8% |
| Admin fee / account holder | $867 | $5,629-84.6% | $7,244-88.0% | $7,775-88.9% |