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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 | $26,409 | $29,051-9.1% | $52,425-49.6% | $67,986-61.2% |
| Participation rate | 44.0% | 30.4%+13.6pp | 55.6%-11.6pp | 57.2%-13.2pp |
| Annual return | 17.94% | 24.00%-6.1pp | 302.12%-284.2pp | 31.67%-13.7pp |
| Employer contribution / active EE | $1,048 | $412+154.5% | $914+14.6% | $2,019-48.1% |
| Participant deferral / active EE | $2,044 | $873+134.1% | $1,790+14.2% | $3,358-39.1% |
| Admin fee / account holder | $2,704 | $2,113+28.0% | $2,495+8.4% | $3,203-15.6% |