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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 | $19,469 | $55,930-65.2% | $76,089-74.4% | $80,925-75.9% |
| Participation rate | 61.5% | 62.1%-0.5pp | 69.1%-7.5pp | 67.7%-6.1pp |
| Annual return | 11.24% | 20.58%-9.3pp | 360.94%-349.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,152 | $1,866-38.3% | $2,690-57.2% | $2,756-58.2% |
| Participant deferral / active EE | $1,926 | $3,051-36.9% | $4,259-54.8% | $4,299-55.2% |
| Admin fee / account holder | $1,716 | $5,241-67.3% | $6,418-73.3% | $6,940-75.3% |