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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 | $19,735 | $29,733-33.6% | $56,025-64.8% | $80,959-75.6% |
| Participation rate | 67.3% | 41.7%+25.6pp | 52.5%+14.8pp | 67.7%-0.3pp |
| Annual return | 13.77% | 35.28%-21.5pp | 1712.69%-1698.9pp | 35.67%-21.9pp |
| Employer contribution / active EE | $528 | $672-21.4% | $1,042-49.3% | $2,757-80.9% |
| Participant deferral / active EE | $2,130 | $1,229+73.3% | $1,955+9.0% | $4,300-50.5% |
| Admin fee / account holder | $1,603 | $2,434-34.1% | $2,828-43.3% | $6,925-76.9% |