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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 | $31,999 | $86,288-62.9% | $111,306-71.3% | $85,851-62.7% |
| Participation rate | 69.8% | 73.3%-3.6pp | 77.3%-7.6pp | 69.3%+0.4pp |
| Annual return | 14.68% | 19.99%-5.3pp | 54.67%-40.0pp | 318.63%-304.0pp |
| Employer contribution / active EE | $1,324 | $2,044-35.2% | $2,732-51.5% | $2,565-48.4% |
| Participant deferral / active EE | $1,898 | $3,641-47.9% | $4,488-57.7% | $3,952-52.0% |
| Admin fee / account holder | $1,840 | $8,189-77.5% | $7,966-76.9% | $6,261-70.6% |