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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 | $123,854-89.6% | $69,623-81.6% | $145,884-91.2% |
| Participation rate | 66.7% | 69.2%-2.6pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 27.02% | 192.35%-165.3pp | 101.23%-74.2pp | 551.85%-524.8pp |
| Employer contribution / active EE | $1,447 | $2,673-45.9% | $1,709-15.3% | $4,662-69.0% |
| Participant deferral / active EE | $2,924 | $4,242-31.1% | $2,890+1.2% | $6,690-56.3% |
| Admin fee / account holder | $952 | $7,822-87.8% | $4,696-79.7% | $13,392-92.9% |