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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 | $23,012 | $47,922-52.0% | $75,901-69.7% | $65,185-64.7% |
| Participation rate | 47.2% | 63.0%-15.8pp | 69.3%-22.1pp | 70.2%-23.0pp |
| Annual return | 55.89% | 24.12%+31.8pp | 30.76%+25.1pp | 29.38%+26.5pp |
| Employer contribution / active EE | $978 | $1,557-37.2% | $2,501-60.9% | $2,177-55.1% |
| Participant deferral / active EE | $2,315 | $2,550-9.2% | $3,603-35.8% | $3,514-34.1% |
| Admin fee / account holder | $439 | $532-17.4% | $5,420-91.9% | $847-48.2% |