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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 | $29,013 | $45,343-36.0% | $150,298-80.7% | $67,986-57.3% |
| Participation rate | 56.5% | 51.9%+4.7pp | 77.8%-21.2pp | 57.2%-0.7pp |
| Annual return | 20.20% | 33.28%-13.1pp | 62.79%-42.6pp | 31.67%-11.5pp |
| Employer contribution / active EE | $389 | $1,462-73.4% | $4,154-90.6% | $2,019-80.7% |
| Participant deferral / active EE | $1,928 | $2,055-6.2% | $5,453-64.6% | $3,358-42.6% |
| Admin fee / account holder | $2,079 | $2,250-7.6% | $14,116-85.3% | $3,203-35.1% |