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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 | $18,537 | $51,638-64.1% | $68,368-72.9% | $82,448-77.5% |
| Participation rate | 57.1% | 63.6%-6.5pp | 73.8%-16.6pp | 68.1%-10.9pp |
| Annual return | 18.27% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,332 | $2,047-34.9% | $2,649-49.7% | $2,551-47.8% |
| Participant deferral / active EE | $2,541 | $2,914-12.8% | $4,123-38.4% | $4,139-38.6% |
| Admin fee / account holder | $8,133 | $4,643+75.1% | $5,150+57.9% | $7,234+12.4% |