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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 | $26,376 | $58,311-54.8% | $81,882-67.8% | $80,959-67.4% |
| Participation rate | 67.4% | 63.5%+3.9pp | 72.4%-5.0pp | 67.7%-0.3pp |
| Annual return | 17.08% | 41.85%-24.8pp | 779.47%-762.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,333 | $2,347-43.2% | $2,916-54.3% | $2,757-51.7% |
| Participant deferral / active EE | $2,680 | $3,287-18.5% | $4,323-38.0% | $4,300-37.7% |
| Admin fee / account holder | $6,843 | $4,752+44.0% | $7,360-7.0% | $6,925-1.2% |