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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 | $45,126-64.1% | $85,187-81.0% | $74,459-78.2% |
| Participation rate | 60.8% | 49.4%+11.5pp | 67.5%-6.7pp | 67.2%-6.4pp |
| Annual return | 20.53% | 26.30%-5.8pp | 66.67%-46.1pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $755 | $1,460-48.3% | $2,732-72.4% | $2,626-71.3% |
| Participant deferral / active EE | $1,729 | $2,738-36.9% | $4,525-61.8% | $4,350-60.3% |
| Admin fee / account holder | $2,087 | $2,212-5.7% | $6,162-66.1% | $1,945+7.3% |