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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 | $19,190 | $29,736-35.5% | $56,033-65.8% | $80,935-76.3% |
| Participation rate | 45.5% | 41.7%+3.8pp | 52.5%-7.0pp | 67.7%-22.2pp |
| Annual return | 17.75% | 35.28%-17.5pp | 1711.38%-1693.6pp | 35.66%-17.9pp |
| Employer contribution / active EE | $864 | $671+28.7% | $1,041-17.0% | $2,757-68.6% |
| Participant deferral / active EE | $964 | $1,228-21.5% | $1,954-50.7% | $4,299-77.6% |
| Admin fee / account holder | $522 | $2,434-78.5% | $2,827-81.5% | $6,924-92.5% |