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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 | $22,975 | $30,437-24.5% | $56,033-59.0% | $74,459-69.1% |
| Participation rate | 37.3% | 32.9%+4.4pp | 52.5%-15.2pp | 67.2%-29.9pp |
| Annual return | 21.72% | 24.96%-3.2pp | 1711.38%-1689.7pp | 1369.70%-1348.0pp |
| Employer contribution / active EE | $484 | $610-20.6% | $1,041-53.5% | $2,626-81.6% |
| Participant deferral / active EE | $1,769 | $1,176+50.5% | $1,954-9.4% | $4,350-59.3% |
| Admin fee / account holder | $1,944 | $2,363-17.7% | $2,827-31.2% | $1,9450% |