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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 | $31,912 | $69,118-53.8% | $53,647-40.5% | $138,895-77.0% |
| Participation rate | 58.3% | 64.0%-5.6pp | 56.3%+2.1pp | 79.9%-21.6pp |
| Annual return | 22.44% | 248.26%-225.8pp | 358.33%-335.9pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,575 | $1,189+32.4% | $962+63.8% | $4,194-62.4% |
| Participant deferral / active EE | $4,378 | $2,274+92.5% | $1,813+141.4% | $6,396-31.6% |
| Admin fee / account holder | $421 | $2,724-84.5% | $2,460-82.9% | $12,562-96.6% |