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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 | $29,051-39.7% | $52,425-66.6% | $67,986-74.2% |
| Participation rate | 35.2% | 30.4%+4.8pp | 55.6%-20.4pp | 57.2%-22.0pp |
| Annual return | 16.14% | 24.00%-7.9pp | 302.12%-286.0pp | 31.67%-15.5pp |
| Employer contribution / active EE | $564 | $412+36.8% | $914-38.4% | $2,019-72.1% |
| Participant deferral / active EE | $1,455 | $873+66.6% | $1,790-18.8% | $3,358-56.7% |
| Admin fee / account holder | $1,133 | $2,113-46.4% | $2,495-54.6% | $3,203-64.6% |