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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 | $19,848 | $51,638-61.6% | $68,368-71.0% | $82,448-75.9% |
| Participation rate | 63.9% | 63.6%+0.3pp | 73.8%-9.9pp | 68.1%-4.2pp |
| Annual return | 18.96% | 37.53%-18.6pp | 292.57%-273.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,250 | $2,047-38.9% | $2,649-52.8% | $2,551-51.0% |
| Participant deferral / active EE | $2,241 | $2,914-23.1% | $4,123-45.6% | $4,139-45.9% |
| Admin fee / account holder | $669 | $4,643-85.6% | $5,150-87.0% | $7,234-90.7% |