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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 | $21,753 | $111,830-80.5% | $93,696-76.8% | $145,884-85.1% |
| Participation rate | 58.8% | 74.2%-15.4pp | 68.7%-9.9pp | 80.3%-21.5pp |
| Annual return | 16.63% | 204.08%-187.4pp | 133.74%-117.1pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,529 | $3,093-50.6% | $2,422-36.9% | $4,662-67.2% |
| Participant deferral / active EE | $2,797 | $4,920-43.1% | $4,417-36.7% | $6,690-58.2% |
| Admin fee / account holder | $1,547 | $10,249-84.9% | $8,287-81.3% | $13,392-88.4% |