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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 | $13,231 | $52,279-74.7% | $89,414-85.2% | $79,852-83.4% |
| Participation rate | 67.5% | 57.5%+10.0pp | 68.0%-0.5pp | 69.6%-2.1pp |
| Annual return | 47.80% | 22.16%+25.6pp | 245.50%-197.7pp | 31.72%+16.1pp |
| Employer contribution / active EE | $1,560 | $1,572-0.7% | $2,586-39.7% | $2,471-36.9% |
| Participant deferral / active EE | $2,407 | $2,740-12.2% | $3,890-38.1% | $3,740-35.7% |
| Admin fee / account holder | $1,395 | $3,356-58.4% | $4,883-71.4% | $5,306-73.7% |