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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 | $15,784 | $49,896-68.4% | $80,627-80.4% | $75,173-79.0% |
| Participation rate | 67.7% | 55.3%+12.4pp | 67.0%+0.7pp | 67.2%+0.5pp |
| Annual return | 28.21% | 34.67%-6.5pp | 936.76%-908.6pp | 160.72%-132.5pp |
| Employer contribution / active EE | $1,401 | $1,699-17.5% | $2,723-48.5% | $2,671-47.5% |
| Participant deferral / active EE | $2,345 | $2,992-21.6% | $4,443-47.2% | $4,126-43.2% |
| Admin fee / account holder | $1,251 | $3,578-65.0% | $5,381-76.8% | $5,651-77.9% |