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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 | $16,847 | $69,118-75.6% | $53,647-68.6% | $138,895-87.9% |
| Participation rate | 61.9% | 64.0%-2.1pp | 56.3%+5.6pp | 79.9%-18.0pp |
| Annual return | 21.06% | 248.26%-227.2pp | 358.33%-337.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,090 | $1,189-8.3% | $962+13.3% | $4,194-74.0% |
| Participant deferral / active EE | $3,361 | $2,274+47.8% | $1,813+85.4% | $6,396-47.4% |
| Admin fee / account holder | $714 | $2,724-73.8% | $2,460-71.0% | $12,562-94.3% |