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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 | $20,212 | $70,666-71.4% | $169,385-88.1% | $75,181-73.1% |
| Participation rate | 62.5% | 64.8%-2.3pp | 77.2%-14.7pp | 67.2%-4.7pp |
| Annual return | 24.74% | 36.37%-11.6pp | 405.82%-381.1pp | 160.69%-135.9pp |
| Employer contribution / active EE | $1,649 | $2,210-25.4% | $4,012-58.9% | $2,671-38.2% |
| Participant deferral / active EE | $2,605 | $4,308-39.5% | $6,221-58.1% | $4,126-36.9% |
| Admin fee / account holder | $345 | $5,402-93.6% | $9,011-96.2% | $5,650-93.9% |