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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 | $23,827 | $102,638-76.8% | $81,982-70.9% | $158,982-85.0% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.3%-6.8pp | 82.0%-19.5pp |
| Annual return | 21.57% | 61.05%-39.5pp | 41.31%-19.7pp | 302.99%-281.4pp |
| Employer contribution / active EE | $1,066 | $3,241-67.1% | $2,498-57.3% | $4,763-77.6% |
| Participant deferral / active EE | $5,519 | $4,649+18.7% | $3,722+48.3% | $5,983-7.8% |
| Admin fee / account holder | $551 | $8,237-93.3% | $5,665-90.3% | $11,252-95.1% |