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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 | $58,241-74.1% | $81,780-81.6% | $80,911-81.4% |
| Participation rate | 68.1% | 63.4%+4.6pp | 72.4%-4.3pp | 67.6%+0.4pp |
| Annual return | 13.39% | 41.73%-28.3pp | 776.27%-762.9pp | 35.63%-22.2pp |
| Employer contribution / active EE | $1,400 | $2,343-40.2% | $2,914-51.9% | $2,756-49.2% |
| Participant deferral / active EE | $4,139 | $3,283+26.1% | $4,321-4.2% | $4,297-3.7% |
| Admin fee / account holder | $2,635 | $4,973-47.0% | $7,384-64.3% | $6,935-62.0% |