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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 | $26,076 | $22,602+15.4% | $65,328-60.1% | $75,181-65.3% |
| Participation rate | 31.9% | 63.1%-31.2pp | 64.9%-33.1pp | 67.2%-35.3pp |
| Annual return | 20.17% | 71.13%-51.0pp | 47.39%-27.2pp | 160.69%-140.5pp |
| Employer contribution / active EE | $434 | $941-53.8% | $1,692-74.3% | $2,671-83.7% |
| Participant deferral / active EE | $1,758 | $1,695+3.7% | $2,832-37.9% | $4,126-57.4% |
| Admin fee / account holder | $1,364 | $1,877-27.3% | $4,116-66.9% | $5,650-75.9% |