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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 | $19,859 | $65,364-69.6% | $92,909-78.6% | $72,975-72.8% |
| Participation rate | 68.8% | 68.3%+0.4pp | 76.0%-7.3pp | 69.5%-0.7pp |
| Annual return | 30.21% | 42.11%-11.9pp | 109.44%-79.2pp | 81.01%-50.8pp |
| Employer contribution / active EE | $1,848 | $2,594-28.8% | $3,653-49.4% | $2,440-24.3% |
| Participant deferral / active EE | $4,190 | $3,128+33.9% | $4,238-1.1% | $3,608+16.1% |
| Admin fee / account holder | $879 | $4,251-79.3% | $5,795-84.8% | $5,124-82.8% |