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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 | $19,560 | $47,105-58.5% | $68,368-71.4% | $67,986-71.2% |
| Participation rate | 54.1% | 51.8%+2.3pp | 73.8%-19.7pp | 57.2%-3.1pp |
| Annual return | 13.08% | 48.37%-35.3pp | 292.57%-279.5pp | 31.67%-18.6pp |
| Employer contribution / active EE | $494 | $1,859-73.4% | $2,649-81.4% | $2,019-75.5% |
| Participant deferral / active EE | $1,399 | $2,374-41.1% | $4,123-66.1% | $3,358-58.4% |
| Admin fee / account holder | $2,196 | $2,435-9.8% | $5,150-57.4% | $3,203-31.5% |