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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 | $18,082 | $31,105-41.9% | $53,647-66.3% | $64,097-71.8% |
| Participation rate | 28.0% | 30.7%-2.7pp | 56.3%-28.2pp | 55.2%-27.2pp |
| Annual return | 32.14% | 22.54%+9.6pp | 358.33%-326.2pp | 34.64%-2.5pp |
| Employer contribution / active EE | $426 | $441-3.4% | $962-55.8% | $1,891-77.5% |
| Participant deferral / active EE | $996 | $896+11.1% | $1,813-45.1% | $3,080-67.7% |
| Admin fee / account holder | $1,305 | $2,195-40.6% | $2,460-47.0% | $3,454-62.2% |