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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 | $12,349 | $28,624-56.9% | $53,647-77.0% | $82,637-85.1% |
| Participation rate | 47.5% | 47.3%+0.2pp | 56.3%-8.8pp | 68.1%-20.6pp |
| Annual return | 18.30% | 664.98%-646.7pp | 358.33%-340.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $520 | $637-18.4% | $962-46.0% | $2,552-79.6% |
| Participant deferral / active EE | $1,299 | $1,196+8.6% | $1,813-28.4% | $4,126-68.5% |
| Admin fee / account holder | $949 | $2,022-53.1% | $2,460-61.4% | $7,339-87.1% |