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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 | $23,456 | $52,279-55.1% | $89,414-73.8% | $79,852-70.6% |
| Participation rate | 40.5% | 57.5%-17.0pp | 68.0%-27.4pp | 69.6%-29.1pp |
| Annual return | 52.58% | 22.16%+30.4pp | 245.50%-192.9pp | 31.72%+20.9pp |
| Employer contribution / active EE | $959 | $1,572-39.0% | $2,586-62.9% | $2,471-61.2% |
| Participant deferral / active EE | $1,837 | $2,740-32.9% | $3,890-52.8% | $3,740-50.9% |
| Admin fee / account holder | $2,967 | $3,356-11.6% | $4,883-39.2% | $5,306-44.1% |