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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 | $15,088 | $58,311-74.1% | $81,882-81.6% | $80,959-81.4% |
| Participation rate | 68.1% | 63.5%+4.6pp | 72.4%-4.3pp | 67.7%+0.4pp |
| Annual return | 13.39% | 41.85%-28.5pp | 779.47%-766.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,400 | $2,347-40.3% | $2,916-52.0% | $2,757-49.2% |
| Participant deferral / active EE | $4,139 | $3,287+25.9% | $4,323-4.2% | $4,300-3.7% |
| Admin fee / account holder | $2,635 | $4,752-44.5% | $7,360-64.2% | $6,925-61.9% |