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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 | $26,698 | $31,105-14.2% | $53,647-50.2% | $64,097-58.3% |
| Participation rate | 23.9% | 30.7%-6.7pp | 56.3%-32.3pp | 55.2%-31.2pp |
| Annual return | 24.69% | 22.54%+2.1pp | 358.33%-333.6pp | 34.64%-10.0pp |
| Employer contribution / active EE | $545 | $441+23.8% | $962-43.3% | $1,891-71.2% |
| Participant deferral / active EE | $1,129 | $896+26.0% | $1,813-37.7% | $3,080-63.3% |
| Admin fee / account holder | $950 | $2,195-56.7% | $2,460-61.4% | $3,454-72.5% |