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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 | $19,835 | $45,123-56.0% | $85,240-76.7% | $74,478-73.4% |
| Participation rate | 56.8% | 49.4%+7.4pp | 67.5%-10.8pp | 67.2%-10.4pp |
| Annual return | 19.76% | 26.32%-6.6pp | 66.75%-47.0pp | 1370.56%-1350.8pp |
| Employer contribution / active EE | $1,383 | $1,459-5.2% | $2,735-49.4% | $2,626-47.3% |
| Participant deferral / active EE | $2,761 | $2,736+0.9% | $4,527-39.0% | $4,350-36.5% |
| Admin fee / account holder | $2,215 | $2,2150% | $6,165-64.1% | $1,946+13.8% |