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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 | $16,093 | $47,105-65.8% | $68,368-76.5% | $67,986-76.3% |
| Participation rate | 57.4% | 51.8%+5.6pp | 73.8%-16.4pp | 57.2%+0.1pp |
| Annual return | 22.01% | 48.37%-26.4pp | 292.57%-270.6pp | 31.67%-9.7pp |
| Employer contribution / active EE | $1,999 | $1,859+7.5% | $2,649-24.5% | $2,019-1.0% |
| Participant deferral / active EE | $3,267 | $2,374+37.6% | $4,123-20.8% | $3,358-2.7% |
| Admin fee / account holder | $1,921 | $2,435-21.1% | $5,150-62.7% | $3,203-40.0% |