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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 | $21,431 | $125,193-82.9% | $105,591-79.7% | $145,978-85.3% |
| Participation rate | 45.0% | 77.6%-32.6pp | 75.3%-30.3pp | 80.3%-35.3pp |
| Annual return | 18.17% | 225.53%-207.4pp | 116.43%-98.3pp | 550.52%-532.3pp |
| Employer contribution / active EE | $1,134 | $3,718-69.5% | $3,166-64.2% | $4,662-75.7% |
| Participant deferral / active EE | $4,049 | $5,708-29.1% | $5,008-19.2% | $6,690-39.5% |
| Admin fee / account holder | $925 | $17,277-94.6% | $11,024-91.6% | $13,400-93.1% |