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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 | $30,717 | $49,976-38.5% | $66,674-53.9% | $82,637-62.8% |
| Participation rate | 65.4% | 63.1%+2.3pp | 73.7%-8.3pp | 68.1%-2.7pp |
| Annual return | 19.89% | 39.09%-19.2pp | 321.24%-301.4pp | 53.51%-33.6pp |
| Employer contribution / active EE | $1,379 | $1,988-30.6% | $2,620-47.4% | $2,552-46.0% |
| Participant deferral / active EE | $2,593 | $2,847-8.9% | $4,084-36.5% | $4,126-37.2% |
| Admin fee / account holder | $980 | $4,594-78.7% | $5,098-80.8% | $7,339-86.6% |