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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 | $26,341 | $48,284-45.4% | $67,524-61.0% | $80,911-67.4% |
| Participation rate | 63.0% | 66.4%-3.4pp | 72.9%-9.9pp | 67.6%-4.6pp |
| Annual return | 23.22% | 18.27%+4.9pp | 3519.41%-3496.2pp | 35.63%-12.4pp |
| Employer contribution / active EE | $1,163 | $2,021-42.5% | $2,734-57.5% | $2,756-57.8% |
| Participant deferral / active EE | $1,930 | $2,927-34.1% | $4,001-51.8% | $4,297-55.1% |
| Admin fee / account holder | $935 | $3,688-74.6% | $4,001-76.6% | $6,935-86.5% |