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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 | $19,628 | $52,580-62.7% | $71,671-72.6% | $70,126-72.0% |
| Participation rate | 32.9% | 60.9%-27.9pp | 68.7%-35.8pp | 69.5%-36.6pp |
| Annual return | 79.13% | 20.25%+58.9pp | 20.65%+58.5pp | 73.15%+6.0pp |
| Employer contribution / active EE | $707 | $1,616-56.3% | $2,460-71.3% | $2,343-69.8% |
| Participant deferral / active EE | $1,321 | $2,386-44.6% | $3,438-61.6% | $3,332-60.4% |
| Admin fee / account holder | $1,685 | $3,653-53.9% | $5,558-69.7% | $4,645-63.7% |