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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 | $26,541 | $51,736-48.7% | $120,225-77.9% | $67,986-61.0% |
| Participation rate | 60.0% | 46.1%+13.9pp | 69.6%-9.6pp | 57.2%+2.8pp |
| Annual return | 13.99% | 31.98%-18.0pp | 439.23%-425.2pp | 31.67%-17.7pp |
| Employer contribution / active EE | $1,151 | $1,071+7.4% | $3,475-66.9% | $2,019-43.0% |
| Participant deferral / active EE | $1,215 | $2,206-44.9% | $3,999-69.6% | $3,358-63.8% |
| Admin fee / account holder | $1,286 | $4,159-69.1% | $5,696-77.4% | $3,203-59.9% |