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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 | $15,068 | $51,638-70.8% | $68,368-78.0% | $82,448-81.7% |
| Participation rate | 64.7% | 63.6%+1.1pp | 73.8%-9.0pp | 68.1%-3.4pp |
| Annual return | 16.75% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $462 | $2,047-77.4% | $2,649-82.6% | $2,551-81.9% |
| Participant deferral / active EE | $2,646 | $2,914-9.2% | $4,123-35.8% | $4,139-36.1% |
| Admin fee / account holder | $1,133 | $4,643-75.6% | $5,150-78.0% | $7,234-84.3% |