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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 | $17,532 | $31,105-43.6% | $53,647-67.3% | $64,097-72.6% |
| Participation rate | 35.2% | 30.7%+4.6pp | 56.3%-21.0pp | 55.2%-20.0pp |
| Annual return | 16.14% | 22.54%-6.4pp | 358.33%-342.2pp | 34.64%-18.5pp |
| Employer contribution / active EE | $564 | $441+27.9% | $962-41.4% | $1,891-70.2% |
| Participant deferral / active EE | $1,455 | $896+62.3% | $1,813-19.8% | $3,080-52.8% |
| Admin fee / account holder | $1,133 | $2,195-48.4% | $2,460-54.0% | $3,454-67.2% |