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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 | $19,248 | $51,638-62.7% | $68,368-71.8% | $82,448-76.7% |
| Participation rate | 69.4% | 63.6%+5.8pp | 73.8%-4.3pp | 68.1%+1.4pp |
| Annual return | 14.17% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,300 | $2,047-36.5% | $2,649-50.9% | $2,551-49.0% |
| Participant deferral / active EE | $1,183 | $2,914-59.4% | $4,123-71.3% | $4,139-71.4% |
| Admin fee / account holder | $2,188 | $4,643-52.9% | $5,150-57.5% | $7,234-69.8% |