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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 | $16,199 | $45,123-64.1% | $85,240-81.0% | $74,478-78.2% |
| Participation rate | 60.8% | 49.4%+11.5pp | 67.5%-6.7pp | 67.2%-6.4pp |
| Annual return | 20.53% | 26.32%-5.8pp | 66.75%-46.2pp | 1370.56%-1350.0pp |
| Employer contribution / active EE | $755 | $1,459-48.3% | $2,735-72.4% | $2,626-71.3% |
| Participant deferral / active EE | $1,729 | $2,736-36.8% | $4,527-61.8% | $4,350-60.3% |
| Admin fee / account holder | $2,087 | $2,215-5.8% | $6,165-66.2% | $1,946+7.2% |