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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 | $22,396 | $61,125-63.4% | $94,057-76.2% | $87,485-74.4% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.3%-6.7pp | 68.9%-2.3pp |
| Annual return | 22.57% | 35.20%-12.6pp | 480.62%-458.1pp | 26.06%-3.5pp |
| Employer contribution / active EE | $1,403 | $2,136-34.3% | $2,933-52.2% | $2,596-45.9% |
| Participant deferral / active EE | $1,688 | $3,260-48.2% | $4,709-64.2% | $4,274-60.5% |
| Admin fee / account holder | $769 | $5,629-86.3% | $7,244-89.4% | $7,775-90.1% |