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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 | $17,708 | $52,279-66.1% | $89,400-80.2% | $79,858-77.8% |
| Participation rate | 64.0% | 57.5%+6.5pp | 68.0%-4.0pp | 69.6%-5.6pp |
| Annual return | 218.77% | 22.16%+196.6pp | 245.64%-26.9pp | 31.72%+187.0pp |
| Employer contribution / active EE | $588 | $1,572-62.6% | $2,586-77.3% | $2,471-76.2% |
| Participant deferral / active EE | $2,585 | $2,740-5.7% | $3,890-33.6% | $3,740-30.9% |
| Admin fee / account holder | $654 | $3,356-80.5% | $4,882-86.6% | $5,306-87.7% |