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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 | $14,891 | $60,119-75.2% | $90,430-83.5% | $79,858-81.4% |
| Participation rate | 65.3% | 65.0%+0.4pp | 72.7%-7.4pp | 69.6%-4.3pp |
| Annual return | 20.80% | 71.94%-51.1pp | 1293.73%-1272.9pp | 31.72%-10.9pp |
| Employer contribution / active EE | $737 | $2,068-64.4% | $3,262-77.4% | $2,471-70.2% |
| Participant deferral / active EE | $2,257 | $2,938-23.2% | $3,963-43.0% | $3,740-39.6% |
| Admin fee / account holder | $607 | $3,976-84.7% | $5,613-89.2% | $5,306-88.6% |