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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 | $16,085 | $67,823-76.3% | $52,425-69.3% | $137,256-88.3% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 17.86% | 219.11%-201.3pp | 302.12%-284.3pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,040 | $1,163-10.5% | $914+13.8% | $4,156-75.0% |
| Participant deferral / active EE | $1,271 | $2,288-44.4% | $1,790-29.0% | $6,407-80.2% |
| Admin fee / account holder | $889 | $2,844-68.7% | $2,495-64.4% | $12,270-92.8% |