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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 | $27,005 | $58,234-53.6% | $81,783-67.0% | $80,874-66.6% |
| Participation rate | 66.0% | 63.4%+2.5pp | 72.4%-6.4pp | 67.6%-1.7pp |
| Annual return | 12.30% | 41.70%-29.4pp | 775.05%-762.7pp | 35.62%-23.3pp |
| Employer contribution / active EE | $1,211 | $2,341-48.3% | $2,913-58.4% | $2,756-56.0% |
| Participant deferral / active EE | $2,239 | $3,283-31.8% | $4,320-48.2% | $4,297-47.9% |
| Admin fee / account holder | $2,676 | $4,982-46.3% | $7,380-63.7% | $6,935-61.4% |