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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 | $14,161 | $67,823-79.1% | $52,425-73.0% | $137,256-89.7% |
| Participation rate | 58.8% | 63.9%-5.1pp | 55.6%+3.2pp | 80.0%-21.1pp |
| Annual return | 19.24% | 219.11%-199.9pp | 302.12%-282.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $524 | $1,163-54.9% | $914-42.6% | $4,156-87.4% |
| Participant deferral / active EE | $2,338 | $2,288+2.2% | $1,790+30.6% | $6,407-63.5% |
| Admin fee / account holder | $1,141 | $2,844-59.9% | $2,495-54.3% | $12,270-90.7% |