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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 | $22,029 | $45,900-52.0% | $94,057-76.6% | $64,340-65.8% |
| Participation rate | 52.2% | 50.6%+1.6pp | 73.3%-21.1pp | 55.2%-3.0pp |
| Annual return | 18.35% | 50.47%-32.1pp | 480.62%-462.3pp | 24.14%-5.8pp |
| Employer contribution / active EE | $841 | $1,612-47.9% | $2,933-71.3% | $1,862-54.8% |
| Participant deferral / active EE | $1,856 | $2,102-11.7% | $4,709-60.6% | $2,980-37.7% |
| Admin fee / account holder | $2,685 | $3,143-14.6% | $7,244-62.9% | $3,703-27.5% |