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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 | $22,418 | $77,574-71.1% | $108,753-79.4% | $86,983-74.2% |
| Participation rate | 69.0% | 62.3%+6.7pp | 71.1%-2.1pp | 69.5%-0.6pp |
| Annual return | 177.70% | 18.42%+159.3pp | 37.47%+140.2pp | 25.83%+151.9pp |
| Employer contribution / active EE | $445 | $1,611-72.4% | $2,427-81.7% | $2,584-82.8% |
| Participant deferral / active EE | $1,350 | $3,128-56.8% | $4,115-67.2% | $4,194-67.8% |
| Admin fee / account holder | $2,924 | $6,529-55.2% | $10,320-71.7% | $7,856-62.8% |