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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 | $12,845 | $123,750-89.6% | $69,611-81.5% | $145,877-91.2% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 27.02% | 192.03%-165.0pp | 101.14%-74.1pp | 551.28%-524.3pp |
| Employer contribution / active EE | $1,447 | $2,672-45.8% | $1,709-15.3% | $4,663-69.0% |
| Participant deferral / active EE | $2,924 | $4,243-31.1% | $2,891+1.2% | $6,691-56.3% |
| Admin fee / account holder | $952 | $7,817-87.8% | $4,696-79.7% | $13,402-92.9% |