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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 | $15,912 | $49,896-68.1% | $80,627-80.3% | $75,173-78.8% |
| Participation rate | 58.0% | 55.3%+2.6pp | 67.0%-9.0pp | 67.2%-9.2pp |
| Annual return | 19.82% | 34.67%-14.9pp | 936.76%-916.9pp | 160.72%-140.9pp |
| Employer contribution / active EE | $950 | $1,699-44.1% | $2,723-65.1% | $2,671-64.4% |
| Participant deferral / active EE | $1,132 | $2,992-62.2% | $4,443-74.5% | $4,126-72.6% |
| Admin fee / account holder | $324 | $3,578-90.9% | $5,381-94.0% | $5,651-94.3% |