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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 | $18,053 | $77,638-76.7% | $156,551-88.5% | $62,881-71.3% |
| Participation rate | 57.8% | 71.2%-13.4pp | 84.0%-26.2pp | 69.3%-11.5pp |
| Annual return | 34.69% | 50.33%-15.6pp | 32.23%+2.5pp | 20.14%+14.5pp |
| Employer contribution / active EE | $1,677 | $3,444-51.3% | $5,501-69.5% | $2,281-26.5% |
| Participant deferral / active EE | $1,231 | $3,046-59.6% | $4,871-74.7% | $3,203-61.6% |
| Admin fee / account holder | $4,031 | $5,561-27.5% | $13,028-69.1% | $4,296-6.2% |