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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 | $58,241-54.7% | $81,780-67.7% | $80,911-67.4% |
| Participation rate | 67.4% | 63.4%+3.9pp | 72.4%-5.0pp | 67.6%-0.3pp |
| Annual return | 17.08% | 41.73%-24.6pp | 776.27%-759.2pp | 35.63%-18.5pp |
| Employer contribution / active EE | $1,333 | $2,343-43.1% | $2,914-54.3% | $2,756-51.6% |
| Participant deferral / active EE | $2,680 | $3,283-18.3% | $4,321-38.0% | $4,297-37.6% |
| Admin fee / account holder | $6,843 | $4,973+37.6% | $7,384-7.3% | $6,935-1.3% |