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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 | $25,506 | $31,105-18.0% | $53,647-52.5% | $64,097-60.2% |
| Participation rate | 36.0% | 30.7%+5.4pp | 56.3%-20.2pp | 55.2%-19.2pp |
| Annual return | 16.35% | 22.54%-6.2pp | 358.33%-342.0pp | 34.64%-18.3pp |
| Employer contribution / active EE | $801 | $441+81.8% | $962-16.7% | $1,891-57.6% |
| Participant deferral / active EE | $1,248 | $896+39.3% | $1,813-31.2% | $3,080-59.5% |
| Admin fee / account holder | $2,800 | $2,195+27.6% | $2,460+13.8% | $3,454-18.9% |