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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 | $32,112 | $51,638-37.8% | $68,368-53.0% | $82,448-61.1% |
| Participation rate | 66.0% | 63.6%+2.4pp | 73.8%-7.8pp | 68.1%-2.1pp |
| Annual return | 14.78% | 37.53%-22.8pp | 292.57%-277.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $656 | $2,047-68.0% | $2,649-75.2% | $2,551-74.3% |
| Participant deferral / active EE | $1,979 | $2,914-32.1% | $4,123-52.0% | $4,139-52.2% |
| Admin fee / account holder | $2,807 | $4,643-39.6% | $5,150-45.5% | $7,234-61.2% |