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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 | $29,670-33.5% | $56,054-64.8% | $80,911-75.6% |
| Participation rate | 67.3% | 41.7%+25.7pp | 52.5%+14.9pp | 67.6%-0.3pp |
| Annual return | 13.77% | 35.24%-21.5pp | 1705.95%-1692.2pp | 35.63%-21.9pp |
| Employer contribution / active EE | $528 | $670-21.2% | $1,039-49.2% | $2,756-80.9% |
| Participant deferral / active EE | $2,130 | $1,227+73.6% | $1,952+9.1% | $4,297-50.4% |
| Admin fee / account holder | $1,603 | $2,431-34.1% | $2,822-43.2% | $6,935-76.9% |