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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 | $21,259 | $41,150-48.3% | $80,627-73.6% | $71,511-70.3% |
| Participation rate | 52.1% | 50.3%+1.9pp | 67.0%-14.9pp | 67.9%-15.8pp |
| Annual return | 40.99% | 38.48%+2.5pp | 936.76%-895.8pp | 28.86%+12.1pp |
| Employer contribution / active EE | $988 | $1,515-34.8% | $2,723-63.7% | $2,589-61.8% |
| Participant deferral / active EE | $1,258 | $2,701-53.4% | $4,443-71.7% | $4,291-70.7% |
| Admin fee / account holder | $3,524 | $1,841+91.4% | $5,381-34.5% | $1,588+121.8% |