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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 | $22,149 | $55,902-60.4% | $76,030-70.9% | $80,959-72.6% |
| Participation rate | 65.9% | 62.1%+3.8pp | 69.1%-3.2pp | 67.7%-1.8pp |
| Annual return | 14.29% | 20.59%-6.3pp | 361.54%-347.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,145 | $1,867-38.7% | $2,688-57.4% | $2,757-58.5% |
| Participant deferral / active EE | $2,039 | $3,051-33.2% | $4,257-52.1% | $4,300-52.6% |
| Admin fee / account holder | $2,551 | $5,239-51.3% | $6,421-60.3% | $6,925-63.2% |