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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 | $27,271 | $49,891-45.3% | $80,607-66.2% | $75,181-63.7% |
| Participation rate | 68.0% | 55.3%+12.7pp | 67.0%+1.0pp | 67.2%+0.8pp |
| Annual return | 15.32% | 34.67%-19.3pp | 936.11%-920.8pp | 160.69%-145.4pp |
| Employer contribution / active EE | $1,059 | $1,698-37.6% | $2,724-61.1% | $2,671-60.3% |
| Participant deferral / active EE | $1,481 | $2,991-50.5% | $4,448-66.7% | $4,126-64.1% |
| Admin fee / account holder | $394 | $3,578-89.0% | $5,379-92.7% | $5,650-93.0% |