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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 | $31,105-15.1% | $53,647-50.8% | $64,097-58.8% |
| Participation rate | 44.0% | 30.7%+13.4pp | 56.3%-12.2pp | 55.2%-11.1pp |
| Annual return | 17.94% | 22.54%-4.6pp | 358.33%-340.4pp | 34.64%-16.7pp |
| Employer contribution / active EE | $1,048 | $441+137.8% | $962+8.9% | $1,891-44.6% |
| Participant deferral / active EE | $2,044 | $896+128.1% | $1,813+12.7% | $3,080-33.6% |
| Admin fee / account holder | $2,704 | $2,195+23.2% | $2,460+9.9% | $3,454-21.7% |