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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 | $55,238 | $59,440-7.1% | $78,004-29.2% | $82,637-33.2% |
| Participation rate | 39.2% | 62.8%-23.6pp | 69.4%-30.2pp | 68.1%-28.8pp |
| Annual return | 63.35% | 40.24%+23.1pp | 31.07%+32.3pp | 53.51%+9.8pp |
| Employer contribution / active EE | $943 | $1,750-46.1% | $2,469-61.8% | $2,552-63.1% |
| Participant deferral / active EE | $2,130 | $3,138-32.1% | $4,092-47.9% | $4,126-48.4% |
| Admin fee / account holder | $878 | $5,504-84.0% | $7,578-88.4% | $7,339-88.0% |