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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 | $16,019 | $49,896-67.9% | $80,627-80.1% | $75,173-78.7% |
| Participation rate | 62.5% | 55.3%+7.2pp | 67.0%-4.5pp | 67.2%-4.7pp |
| Annual return | 14.15% | 34.67%-20.5pp | 936.76%-922.6pp | 160.72%-146.6pp |
| Employer contribution / active EE | $1,220 | $1,699-28.2% | $2,723-55.2% | $2,671-54.3% |
| Participant deferral / active EE | $1,986 | $2,992-33.6% | $4,443-55.3% | $4,126-51.9% |
| Admin fee / account holder | $2,585 | $3,578-27.8% | $5,381-52.0% | $5,651-54.3% |