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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 | $19,359 | $34,316-43.6% | $74,722-74.1% | $72,975-73.5% |
| Participation rate | 60.6% | 42.4%+18.2pp | 54.5%+6.1pp | 69.5%-8.9pp |
| Annual return | 24.38% | 26.58%-2.2pp | 753.11%-728.7pp | 81.01%-56.6pp |
| Employer contribution / active EE | $512 | $692-26.0% | $1,084-52.8% | $2,440-79.0% |
| Participant deferral / active EE | $1,815 | $1,272+42.7% | $1,963-7.5% | $3,608-49.7% |
| Admin fee / account holder | $1,222 | $2,125-42.5% | $3,335-63.4% | $5,124-76.1% |