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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 | $21,969 | $67,823-67.6% | $52,425-58.1% | $137,256-84.0% |
| Participation rate | 46.2% | 63.9%-17.8pp | 55.6%-9.5pp | 80.0%-33.8pp |
| Annual return | 19.23% | 219.11%-199.9pp | 302.12%-282.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,017 | $1,163-12.6% | $914+11.2% | $4,156-75.5% |
| Participant deferral / active EE | $2,870 | $2,288+25.5% | $1,790+60.3% | $6,407-55.2% |
| Admin fee / account holder | $1,095 | $2,844-61.5% | $2,495-56.1% | $12,270-91.1% |