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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 | $17,687 | $67,823-73.9% | $52,425-66.3% | $137,256-87.1% |
| Participation rate | 54.2% | 63.9%-9.7pp | 55.6%-1.5pp | 80.0%-25.8pp |
| Annual return | 19.95% | 219.11%-199.2pp | 302.12%-282.2pp | 220.34%-200.4pp |
| Employer contribution / active EE | $645 | $1,163-44.6% | $914-29.5% | $4,156-84.5% |
| Participant deferral / active EE | $2,877 | $2,288+25.7% | $1,790+60.7% | $6,407-55.1% |
| Admin fee / account holder | $462 | $2,844-83.7% | $2,495-81.5% | $12,270-96.2% |