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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 | $18,757 | $49,976-62.5% | $66,674-71.9% | $82,637-77.3% |
| Participation rate | 66.7% | 63.1%+3.6pp | 73.7%-7.0pp | 68.1%-1.4pp |
| Annual return | 15.73% | 39.09%-23.4pp | 321.24%-305.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $972 | $1,988-51.1% | $2,620-62.9% | $2,552-61.9% |
| Participant deferral / active EE | $1,476 | $2,847-48.1% | $4,084-63.9% | $4,126-64.2% |
| Admin fee / account holder | $1,727 | $4,594-62.4% | $5,098-66.1% | $7,339-76.5% |