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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 | $16,837 | $51,638-67.4% | $68,368-75.4% | $82,448-79.6% |
| Participation rate | 62.5% | 63.6%-1.1pp | 73.8%-11.3pp | 68.1%-5.6pp |
| Annual return | 20.28% | 37.53%-17.3pp | 292.57%-272.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,019 | $2,047-50.2% | $2,649-61.5% | $2,551-60.1% |
| Participant deferral / active EE | $2,371 | $2,914-18.6% | $4,123-42.5% | $4,139-42.7% |
| Admin fee / account holder | $1,162 | $4,643-75.0% | $5,150-77.4% | $7,234-83.9% |