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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 | $15,704 | $51,638-69.6% | $68,368-77.0% | $82,448-81.0% |
| Participation rate | 51.2% | 63.6%-12.4pp | 73.8%-22.5pp | 68.1%-16.8pp |
| Annual return | 228.45% | 37.53%+190.9pp | 292.57%-64.1pp | 41.64%+186.8pp |
| Employer contribution / active EE | $639 | $2,047-68.8% | $2,649-75.9% | $2,551-75.0% |
| Participant deferral / active EE | $1,315 | $2,914-54.9% | $4,123-68.1% | $4,139-68.2% |
| Admin fee / account holder | $707 | $4,643-84.8% | $5,150-86.3% | $7,234-90.2% |