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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 | $13,568 | $22,602-40.0% | $65,566-79.3% | $75,173-82.0% |
| Participation rate | 46.2% | 63.1%-16.8pp | 64.9%-18.7pp | 67.2%-21.0pp |
| Annual return | 35.47% | 71.13%-35.7pp | 47.40%-11.9pp | 160.72%-125.3pp |
| Employer contribution / active EE | $964 | $941+2.4% | $1,692-43.0% | $2,671-63.9% |
| Participant deferral / active EE | $1,640 | $1,695-3.2% | $2,832-42.1% | $4,126-60.3% |
| Admin fee / account holder | $385 | $1,877-79.5% | $4,114-90.6% | $5,651-93.2% |