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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 | $13,539 | $48,053-71.8% | $84,637-84.0% | $72,976-81.4% |
| Participation rate | 69.7% | 57.6%+12.1pp | 68.2%+1.5pp | 69.5%+0.2pp |
| Annual return | 19.37% | 37.39%-18.0pp | 258.82%-239.5pp | 81.02%-61.6pp |
| Employer contribution / active EE | $1,408 | $1,602-12.1% | $2,653-46.9% | $2,440-42.3% |
| Participant deferral / active EE | $1,616 | $2,681-39.7% | $3,900-58.6% | $3,608-55.2% |
| Admin fee / account holder | $3,972 | $3,395+17.0% | $4,914-19.2% | $5,124-22.5% |