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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 | $20,108 | $58,311-65.5% | $81,882-75.4% | $80,959-75.2% |
| Participation rate | 64.7% | 63.5%+1.2pp | 72.4%-7.7pp | 67.7%-3.0pp |
| Annual return | 11.82% | 41.85%-30.0pp | 779.47%-767.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,361 | $2,347-42.0% | $2,916-53.3% | $2,757-50.6% |
| Participant deferral / active EE | $1,808 | $3,287-45.0% | $4,323-58.2% | $4,300-58.0% |
| Admin fee / account holder | $1,211 | $4,752-74.5% | $7,360-83.5% | $6,925-82.5% |