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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 | $22,818 | $73,988-69.2% | $96,538-76.4% | $75,177-69.6% |
| Participation rate | 36.2% | 66.4%-30.3pp | 74.3%-38.2pp | 67.2%-31.0pp |
| Annual return | 58.13% | 26.73%+31.4pp | 35.74%+22.4pp | 160.75%-102.6pp |
| Employer contribution / active EE | $985 | $2,930-66.4% | $3,740-73.7% | $2,671-63.1% |
| Participant deferral / active EE | $1,824 | $3,660-50.2% | $4,880-62.6% | $4,126-55.8% |
| Admin fee / account holder | $509 | $5,220-90.2% | $6,737-92.4% | $5,651-91.0% |