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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 | $29,699 | $81,331-63.5% | $155,534-80.9% | $80,935-63.3% |
| Participation rate | 46.8% | 66.3%-19.4pp | 78.2%-31.4pp | 67.7%-20.8pp |
| Annual return | 52.49% | 33.37%+19.1pp | 64.92%-12.4pp | 35.66%+16.8pp |
| Employer contribution / active EE | $521 | $3,105-83.2% | $4,675-88.8% | $2,757-81.1% |
| Participant deferral / active EE | $2,384 | $3,454-31.0% | $5,630-57.6% | $4,299-44.5% |
| Admin fee / account holder | $1,318 | $7,999-83.5% | $15,900-91.7% | $6,924-81.0% |