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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 | $17,591 | $47,105-62.7% | $68,368-74.3% | $67,986-74.1% |
| Participation rate | 52.8% | 51.8%+1.1pp | 73.8%-20.9pp | 57.2%-4.4pp |
| Annual return | 26.17% | 48.37%-22.2pp | 292.57%-266.4pp | 31.67%-5.5pp |
| Employer contribution / active EE | $866 | $1,859-53.4% | $2,649-67.3% | $2,019-57.1% |
| Participant deferral / active EE | $1,500 | $2,374-36.8% | $4,123-63.6% | $3,358-55.3% |
| Admin fee / account holder | $794 | $2,435-67.4% | $5,150-84.6% | $3,203-75.2% |