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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 | $26,671 | $58,311-54.3% | $81,882-67.4% | $80,959-67.1% |
| Participation rate | 65.1% | 63.5%+1.6pp | 72.4%-7.3pp | 67.7%-2.6pp |
| Annual return | 10.87% | 41.85%-31.0pp | 779.47%-768.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,089 | $2,347-53.6% | $2,916-62.7% | $2,757-60.5% |
| Participant deferral / active EE | $1,309 | $3,287-60.2% | $4,323-69.7% | $4,300-69.6% |
| Admin fee / account holder | $1,995 | $4,752-58.0% | $7,360-72.9% | $6,925-71.2% |