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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 | $17,633 | $47,105-62.6% | $68,368-74.2% | $67,986-74.1% |
| Participation rate | 55.1% | 51.8%+3.3pp | 73.8%-18.7pp | 57.2%-2.1pp |
| Annual return | 40.57% | 48.37%-7.8pp | 292.57%-252.0pp | 31.67%+8.9pp |
| Employer contribution / active EE | $548 | $1,859-70.5% | $2,649-79.3% | $2,019-72.8% |
| Participant deferral / active EE | $2,203 | $2,374-7.2% | $4,123-46.6% | $3,358-34.4% |
| Admin fee / account holder | $1,513 | $2,435-37.9% | $5,150-70.6% | $3,203-52.8% |