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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 | $24,133 | $77,896-69.0% | $134,172-82.0% | $82,448-70.7% |
| Participation rate | 52.4% | 62.8%-10.4pp | 72.5%-20.1pp | 68.1%-15.7pp |
| Annual return | 46.54% | 18.21%+28.3pp | 25.30%+21.2pp | 41.64%+4.9pp |
| Employer contribution / active EE | $1,423 | $2,159-34.1% | $3,420-58.4% | $2,551-44.2% |
| Participant deferral / active EE | $2,567 | $3,162-18.8% | $4,690-45.3% | $4,139-38.0% |
| Admin fee / account holder | $474 | $6,336-92.5% | $12,016-96.1% | $7,234-93.5% |