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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 | $29,716-33.6% | $56,077-64.8% | $80,925-75.6% |
| Participation rate | 67.3% | 41.7%+25.6pp | 52.5%+14.8pp | 67.7%-0.3pp |
| Annual return | 13.77% | 35.30%-21.5pp | 1709.28%-1695.5pp | 35.65%-21.9pp |
| Employer contribution / active EE | $528 | $671-21.4% | $1,040-49.3% | $2,756-80.9% |
| Participant deferral / active EE | $2,130 | $1,228+73.4% | $1,954+9.0% | $4,299-50.4% |
| Admin fee / account holder | $1,603 | $2,432-34.1% | $2,825-43.3% | $6,940-76.9% |