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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 | $25,375 | $99,875-74.6% | $146,866-82.7% | $86,983-70.8% |
| Participation rate | 24.0% | 75.8%-51.8pp | 82.5%-58.5pp | 69.5%-45.5pp |
| Annual return | 44.06% | 28.10%+16.0pp | 102.85%-58.8pp | 25.83%+18.2pp |
| Employer contribution / active EE | $1,062 | $3,224-67.1% | $4,425-76.0% | $2,584-58.9% |
| Participant deferral / active EE | $2,342 | $6,322-63.0% | $7,759-69.8% | $4,194-44.2% |
| Admin fee / account holder | $2,282 | $7,838-70.9% | $13,620-83.2% | $7,856-70.9% |