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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 | $18,519 | $56,134-67.0% | $96,171-80.7% | $85,847-78.4% |
| Participation rate | 35.1% | 56.7%-21.6pp | 68.4%-33.3pp | 69.3%-34.2pp |
| Annual return | 12.89% | 42.30%-29.4pp | 192.04%-179.2pp | 318.61%-305.7pp |
| Employer contribution / active EE | $656 | $1,620-59.5% | $2,799-76.5% | $2,565-74.4% |
| Participant deferral / active EE | $1,023 | $2,858-64.2% | $4,350-76.5% | $3,952-74.1% |
| Admin fee / account holder | $2,642 | $3,769-29.9% | $5,538-52.3% | $6,261-57.8% |