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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 | $25,520 | $46,360-45.0% | $147,617-82.7% | $52,331-51.2% |
| Participation rate | 41.8% | 64.9%-23.1pp | 84.6%-42.8pp | 68.1%-26.3pp |
| Annual return | 33.29% | 1.62%+31.7pp | 61.98%-28.7pp | 4.54%+28.7pp |
| Employer contribution / active EE | $648 | $2,126-69.5% | $5,564-88.4% | $1,882-65.6% |
| Participant deferral / active EE | $1,573 | $2,258-30.3% | $4,895-67.9% | $3,022-47.9% |
| Admin fee / account holder | $1,738 | $766+126.9% | $11,612-85.0% | $592+193.7% |