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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 | $15,128 | $49,976-69.7% | $66,674-77.3% | $82,637-81.7% |
| Participation rate | 61.4% | 63.1%-1.7pp | 73.7%-12.3pp | 68.1%-6.7pp |
| Annual return | 18.69% | 39.09%-20.4pp | 321.24%-302.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,358 | $1,988-31.7% | $2,620-48.2% | $2,552-46.8% |
| Participant deferral / active EE | $1,372 | $2,847-51.8% | $4,084-66.4% | $4,126-66.8% |
| Admin fee / account holder | $426 | $4,594-90.7% | $5,098-91.6% | $7,339-94.2% |