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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 | $2,906 | $22,602-87.1% | $65,566-95.6% | $75,173-96.1% |
| Participation rate | 45.0% | 63.1%-18.1pp | 64.9%-19.9pp | 67.2%-22.2pp |
| Annual return | 152.64% | 71.13%+81.5pp | 47.40%+105.2pp | 160.72%-8.1pp |
| Employer contribution / active EE | $664 | $941-29.4% | $1,692-60.7% | $2,671-75.1% |
| Participant deferral / active EE | $1,316 | $1,695-22.4% | $2,832-53.5% | $4,126-68.1% |
| Admin fee / account holder | $1,562 | $1,877-16.8% | $4,114-62.0% | $5,651-72.4% |