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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 | $22,234 | $27,924-20.4% | $58,544-62.0% | $75,181-70.4% |
| Participation rate | 47.7% | 38.8%+8.9pp | 50.9%-3.1pp | 67.2%-19.5pp |
| Annual return | 206.55% | 44.20%+162.3pp | 4249.56%-4043.0pp | 160.69%+45.9pp |
| Employer contribution / active EE | $518 | $669-22.6% | $1,053-50.8% | $2,671-80.6% |
| Participant deferral / active EE | $1,677 | $1,202+39.6% | $1,923-12.8% | $4,126-59.4% |
| Admin fee / account holder | $1,023 | $1,726-40.7% | $2,520-59.4% | $5,650-81.9% |