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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 | $22,080 | $48,053-54.1% | $84,628-73.9% | $72,975-69.7% |
| Participation rate | 66.2% | 57.6%+8.6pp | 68.2%-2.1pp | 69.5%-3.3pp |
| Annual return | 21.29% | 37.39%-16.1pp | 258.80%-237.5pp | 81.01%-59.7pp |
| Employer contribution / active EE | $792 | $1,602-50.5% | $2,653-70.1% | $2,440-67.5% |
| Participant deferral / active EE | $1,072 | $2,681-60.0% | $3,900-72.5% | $3,608-70.3% |
| Admin fee / account holder | $1,478 | $3,395-56.5% | $4,914-69.9% | $5,124-71.1% |