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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 | $21,356 | $49,896-57.2% | $80,627-73.5% | $75,173-71.6% |
| Participation rate | 64.3% | 55.3%+9.0pp | 67.0%-2.7pp | 67.2%-2.9pp |
| Annual return | 14.89% | 34.67%-19.8pp | 936.76%-921.9pp | 160.72%-145.8pp |
| Employer contribution / active EE | $1,100 | $1,699-35.3% | $2,723-59.6% | $2,671-58.8% |
| Participant deferral / active EE | $1,923 | $2,992-35.7% | $4,443-56.7% | $4,126-53.4% |
| Admin fee / account holder | $2,701 | $3,578-24.5% | $5,381-49.8% | $5,651-52.2% |