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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 | $58,258-53.6% | $81,820-67.0% | $80,925-66.6% |
| Participation rate | 66.0% | 63.5%+2.5pp | 72.4%-6.4pp | 67.7%-1.7pp |
| Annual return | 12.30% | 41.76%-29.5pp | 777.93%-765.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,211 | $2,345-48.4% | $2,915-58.5% | $2,756-56.1% |
| Participant deferral / active EE | $2,239 | $3,284-31.8% | $4,323-48.2% | $4,299-47.9% |
| Admin fee / account holder | $2,676 | $4,976-46.2% | $7,391-63.8% | $6,940-61.4% |