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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 | $22,709 | $88,672-74.4% | $105,223-78.4% | $82,448-72.5% |
| Participation rate | 69.6% | 67.9%+1.6pp | 75.0%-5.5pp | 68.1%+1.5pp |
| Annual return | 21.91% | 30.86%-8.9pp | 180.65%-158.7pp | 41.64%-19.7pp |
| Employer contribution / active EE | $2,856 | $3,048-6.3% | $3,689-22.6% | $2,551+12.0% |
| Participant deferral / active EE | $4,662 | $4,036+15.5% | $5,072-8.1% | $4,139+12.6% |
| Admin fee / account holder | $5,672 | $7,146-20.6% | $8,859-36.0% | $7,234-21.6% |