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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 | 56.5% | 63.9%-7.4pp | 55.6%+0.9pp | 80.0%-23.4pp |
| Annual return | 23.04% | 219.11%-196.1pp | 302.12%-279.1pp | 220.34%-197.3pp |
| Employer contribution / active EE | $954 | $1,163-18.0% | $914+4.3% | $4,156-77.1% |
| Participant deferral / active EE | $4,359 | $2,288+90.5% | $1,790+143.5% | $6,407-32.0% |
| Admin fee / account holder | $2,550 | $2,844-10.3% | $2,495+2.2% | $12,270-79.2% |