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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 | $23,959 | $47,479-49.5% | $62,929-61.9% | $82,448-70.9% |
| Participation rate | 67.6% | 66.9%+0.7pp | 73.1%-5.5pp | 68.1%-0.5pp |
| Annual return | 17.45% | 20.34%-2.9pp | 1063.93%-1046.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $966 | $1,885-48.8% | $2,505-61.4% | $2,551-62.1% |
| Participant deferral / active EE | $2,214 | $2,870-22.9% | $3,888-43.1% | $4,139-46.5% |
| Admin fee / account holder | $3,533 | $3,804-7.1% | $5,065-30.2% | $7,234-51.2% |