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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 | $15,757 | $59,804-73.7% | $81,982-80.8% | $79,856-80.3% |
| Participation rate | 32.0% | 61.6%-29.6pp | 69.3%-37.3pp | 69.6%-37.6pp |
| Annual return | 186.63% | 17.56%+169.1pp | 41.31%+145.3pp | 31.71%+154.9pp |
| Employer contribution / active EE | $893 | $1,713-47.9% | $2,498-64.3% | $2,471-63.9% |
| Participant deferral / active EE | $1,414 | $2,695-47.6% | $3,722-62.0% | $3,741-62.2% |
| Admin fee / account holder | $3,596 | $4,288-16.1% | $5,665-36.5% | $5,306-32.2% |