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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 | $24,878 | $84,953-70.7% | $163,379-84.8% | $82,637-69.9% |
| Participation rate | 41.2% | 65.9%-24.8pp | 76.8%-35.6pp | 68.1%-26.9pp |
| Annual return | 73.71% | 23.07%+50.6pp | 63.41%+10.3pp | 53.51%+20.2pp |
| Employer contribution / active EE | $1,669 | $2,183-23.5% | $3,752-55.5% | $2,552-34.6% |
| Participant deferral / active EE | $2,583 | $4,326-40.3% | $6,282-58.9% | $4,126-37.4% |
| Admin fee / account holder | $1,157 | $7,921-85.4% | $9,818-88.2% | $7,339-84.2% |