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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 | $17,231 | $60,442-71.5% | $96,754-82.2% | $87,485-80.3% |
| Participation rate | 57.5% | 58.7%-1.2pp | 70.3%-12.8pp | 68.9%-11.4pp |
| Annual return | 65.70% | 21.97%+43.7pp | 82.04%-16.3pp | 26.06%+39.6pp |
| Employer contribution / active EE | $1,093 | $1,691-35.4% | $2,679-59.2% | $2,596-57.9% |
| Participant deferral / active EE | $2,255 | $3,280-31.2% | $4,758-52.6% | $4,274-47.2% |
| Admin fee / account holder | $2,915 | $5,069-42.5% | $8,905-67.3% | $7,775-62.5% |