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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 | $15,097 | $49,891-69.7% | $80,607-81.3% | $75,181-79.9% |
| Participation rate | 54.5% | 55.3%-0.8pp | 67.0%-12.5pp | 67.2%-12.7pp |
| Annual return | 22.77% | 34.67%-11.9pp | 936.11%-913.3pp | 160.69%-137.9pp |
| Employer contribution / active EE | $1,364 | $1,698-19.7% | $2,724-49.9% | $2,671-48.9% |
| Participant deferral / active EE | $3,052 | $2,991+2.0% | $4,448-31.4% | $4,126-26.0% |
| Admin fee / account holder | $2,821 | $3,578-21.2% | $5,379-47.6% | $5,650-50.1% |