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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 | $19,855 | $39,028-49.1% | $80,741-75.4% | $85,856-76.9% |
| Participation rate | 48.0% | 41.6%+6.4pp | 54.2%-6.2pp | 69.3%-21.3pp |
| Annual return | 14.93% | 26.31%-11.4pp | 87.30%-72.4pp | 318.58%-303.7pp |
| Employer contribution / active EE | $860 | $722+19.1% | $1,160-25.9% | $2,565-66.5% |
| Participant deferral / active EE | $1,785 | $1,326+34.6% | $2,145-16.8% | $3,952-54.8% |
| Admin fee / account holder | $4,218 | $2,429+73.7% | $3,380+24.8% | $6,261-32.6% |