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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 | $22,643 | $61,125-63.0% | $94,057-75.9% | $87,485-74.1% |
| Participation rate | 69.4% | 64.1%+5.4pp | 73.3%-3.9pp | 68.9%+0.5pp |
| Annual return | 27.80% | 35.20%-7.4pp | 480.62%-452.8pp | 26.06%+1.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,044 | $3,260-37.3% | $4,709-56.6% | $4,274-52.2% |
| Admin fee / account holder | $3,640 | $5,629-35.3% | $7,244-49.7% | $7,775-53.2% |