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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 | $24,778 | $47,105-47.4% | $68,368-63.8% | $67,986-63.6% |
| Participation rate | 56.2% | 51.8%+4.4pp | 73.8%-17.6pp | 57.2%-1.0pp |
| Annual return | 18.04% | 48.37%-30.3pp | 292.57%-274.5pp | 31.67%-13.6pp |
| Employer contribution / active EE | $614 | $1,859-67.0% | $2,649-76.8% | $2,019-69.6% |
| Participant deferral / active EE | $1,560 | $2,374-34.3% | $4,123-62.2% | $3,358-53.6% |
| Admin fee / account holder | $4,177 | $2,435+71.5% | $5,150-18.9% | $3,203+30.4% |