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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 | $21,929 | $58,258-62.4% | $81,820-73.2% | $80,925-72.9% |
| Participation rate | 64.0% | 63.5%+0.5pp | 72.4%-8.4pp | 67.7%-3.7pp |
| Annual return | 14.25% | 41.76%-27.5pp | 777.93%-763.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,091 | $2,345-10.8% | $2,915-28.3% | $2,756-24.1% |
| Participant deferral / active EE | $3,425 | $3,284+4.3% | $4,323-20.8% | $4,299-20.3% |
| Admin fee / account holder | $893 | $4,976-82.1% | $7,391-87.9% | $6,940-87.1% |