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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 | $17,469 | $48,284-63.8% | $67,524-74.1% | $80,911-78.4% |
| Participation rate | 67.9% | 66.4%+1.5pp | 72.9%-5.0pp | 67.6%+0.2pp |
| Annual return | 17.39% | 18.27%-0.9pp | 3519.41%-3502.0pp | 35.63%-18.2pp |
| Employer contribution / active EE | $1,301 | $2,021-35.6% | $2,734-52.4% | $2,756-52.8% |
| Participant deferral / active EE | $2,781 | $2,927-5.0% | $4,001-30.5% | $4,297-35.3% |
| Admin fee / account holder | $371 | $3,688-90.0% | $4,001-90.7% | $6,935-94.7% |