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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 | $18,235 | $51,638-64.7% | $68,368-73.3% | $82,448-77.9% |
| Participation rate | 57.1% | 63.6%-6.5pp | 73.8%-16.6pp | 68.1%-10.9pp |
| Annual return | 18.31% | 37.53%-19.2pp | 292.57%-274.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,069 | $2,047-47.8% | $2,649-59.6% | $2,551-58.1% |
| Participant deferral / active EE | $2,135 | $2,914-26.7% | $4,123-48.2% | $4,139-48.4% |
| Admin fee / account holder | $1,674 | $4,643-64.0% | $5,150-67.5% | $7,234-76.9% |