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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 | $14,809 | $58,275-74.6% | $81,844-81.9% | $80,935-81.7% |
| Participation rate | 68.8% | 63.5%+5.3pp | 72.4%-3.6pp | 67.7%+1.1pp |
| Annual return | 12.28% | 41.82%-29.5pp | 778.87%-766.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,399 | $2,346-40.3% | $2,916-52.0% | $2,757-49.2% |
| Participant deferral / active EE | $2,441 | $3,285-25.7% | $4,323-43.5% | $4,299-43.2% |
| Admin fee / account holder | $1,798 | $4,749-62.1% | $7,355-75.6% | $6,924-74.0% |