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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 | $16,055 | $49,976-67.9% | $66,674-75.9% | $82,637-80.6% |
| Participation rate | 48.4% | 63.1%-14.7pp | 73.7%-25.2pp | 68.1%-19.6pp |
| Annual return | 16.73% | 39.09%-22.4pp | 321.24%-304.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $980 | $1,988-50.7% | $2,620-62.6% | $2,552-61.6% |
| Participant deferral / active EE | $1,929 | $2,847-32.2% | $4,084-52.8% | $4,126-53.2% |
| Admin fee / account holder | $2,521 | $4,594-45.1% | $5,098-50.5% | $7,339-65.6% |