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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 | $13,952 | $55,889-75.0% | $76,119-81.7% | $80,935-82.8% |
| Participation rate | 65.6% | 62.1%+3.6pp | 69.1%-3.4pp | 67.7%-2.0pp |
| Annual return | 13.97% | 20.58%-6.6pp | 361.25%-347.3pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,197 | $1,866-35.9% | $2,693-55.6% | $2,757-56.6% |
| Participant deferral / active EE | $2,564 | $3,051-16.0% | $4,259-39.8% | $4,299-40.4% |
| Admin fee / account holder | $2,854 | $5,241-45.6% | $6,421-55.6% | $6,924-58.8% |