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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 | $17,008 | $81,331-79.1% | $155,534-89.1% | $80,935-79.0% |
| Participation rate | 64.2% | 66.3%-2.0pp | 78.2%-14.0pp | 67.7%-3.5pp |
| Annual return | 72.89% | 33.37%+39.5pp | 64.92%+8.0pp | 35.66%+37.2pp |
| Employer contribution / active EE | $2,226 | $3,105-28.3% | $4,675-52.4% | $2,757-19.3% |
| Participant deferral / active EE | $5,604 | $3,454+62.3% | $5,630-0.5% | $4,299+30.4% |
| Admin fee / account holder | $3,436 | $7,999-57.1% | $15,900-78.4% | $6,924-50.4% |