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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 | $22,997 | $54,757-58.0% | $90,304-74.5% | $72,975-68.5% |
| Participation rate | 52.2% | 65.2%-13.0pp | 73.3%-21.1pp | 69.5%-17.3pp |
| Annual return | 43.21% | 30.63%+12.6pp | 78.13%-34.9pp | 81.01%-37.8pp |
| Employer contribution / active EE | $1,317 | $2,093-37.1% | $2,855-53.9% | $2,440-46.0% |
| Participant deferral / active EE | $3,453 | $2,887+19.6% | $3,885-11.1% | $3,608-4.3% |
| Admin fee / account holder | $339 | $3,973-91.5% | $5,354-93.7% | $5,124-93.4% |