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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 | $28,380 | $76,551-62.9% | $123,894-77.1% | $62,881-54.9% |
| Participation rate | 54.0% | 73.0%-19.0pp | 81.4%-27.4pp | 69.3%-15.3pp |
| Annual return | 52.25% | 18.68%+33.6pp | 47.52%+4.7pp | 20.14%+32.1pp |
| Employer contribution / active EE | $1,366 | $2,882-52.6% | $4,617-70.4% | $2,281-40.1% |
| Participant deferral / active EE | $2,538 | $4,840-47.6% | $5,984-57.6% | $3,203-20.8% |
| Admin fee / account holder | $619 | $4,826-87.2% | $8,357-92.6% | $4,296-85.6% |