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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 | $21,886 | $22,602-3.2% | $65,566-66.6% | $75,173-70.9% |
| Participation rate | 56.3% | 63.1%-6.8pp | 64.9%-8.7pp | 67.2%-11.0pp |
| Annual return | 84.46% | 71.13%+13.3pp | 47.40%+37.1pp | 160.72%-76.3pp |
| Employer contribution / active EE | $1,176 | $941+25.0% | $1,692-30.5% | $2,671-56.0% |
| Participant deferral / active EE | $4,520 | $1,695+166.7% | $2,832+59.6% | $4,126+9.5% |
| Admin fee / account holder | $3,099 | $1,877+65.1% | $4,114-24.7% | $5,651-45.2% |