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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 | $24,022 | $99,875-75.9% | $146,866-83.6% | $86,983-72.4% |
| Participation rate | 48.1% | 75.8%-27.7pp | 82.5%-34.4pp | 69.5%-21.4pp |
| Annual return | 46.86% | 28.10%+18.8pp | 102.85%-56.0pp | 25.83%+21.0pp |
| Employer contribution / active EE | $1,432 | $3,224-55.6% | $4,425-67.6% | $2,584-44.6% |
| Participant deferral / active EE | $2,592 | $6,322-59.0% | $7,759-66.6% | $4,194-38.2% |
| Admin fee / account holder | $1,886 | $7,838-75.9% | $13,620-86.2% | $7,856-76.0% |