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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 | $16,098 | $56,116-71.3% | $135,768-88.1% | $86,983-81.5% |
| Participation rate | 48.6% | 60.1%-11.6pp | 71.1%-22.5pp | 69.5%-21.0pp |
| Annual return | 16.98% | 125.33%-108.4pp | 526.10%-509.1pp | 25.83%-8.9pp |
| Employer contribution / active EE | $1,053 | $1,528-31.1% | $3,394-69.0% | $2,584-59.3% |
| Participant deferral / active EE | $2,040 | $2,690-24.2% | $3,977-48.7% | $4,194-51.4% |
| Admin fee / account holder | $869 | $4,314-79.9% | $7,048-87.7% | $7,856-88.9% |