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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 | $43,730-59.8% | $66,674-73.6% | $64,097-72.6% |
| Participation rate | 52.8% | 50.7%+2.1pp | 73.7%-20.8pp | 55.2%-2.3pp |
| Annual return | 26.17% | 53.62%-27.4pp | 321.24%-295.1pp | 34.64%-8.5pp |
| Employer contribution / active EE | $866 | $1,673-48.2% | $2,620-66.9% | $1,891-54.2% |
| Participant deferral / active EE | $1,500 | $2,122-29.3% | $4,084-63.3% | $3,080-51.3% |
| Admin fee / account holder | $794 | $2,708-70.7% | $5,098-84.4% | $3,454-77.0% |