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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 | $32,404 | $52,581-38.4% | $130,788-75.2% | $64,340-49.6% |
| Participation rate | 52.7% | 46.5%+6.2pp | 70.1%-17.4pp | 55.2%-2.5pp |
| Annual return | 12.63% | 20.39%-7.8pp | 386.44%-373.8pp | 24.14%-11.5pp |
| Employer contribution / active EE | $869 | $1,031-15.7% | $3,558-75.6% | $1,862-53.3% |
| Participant deferral / active EE | $1,795 | $2,200-18.4% | $4,137-56.6% | $2,980-39.8% |
| Admin fee / account holder | $3,117 | $4,583-32.0% | $6,673-53.3% | $3,703-15.8% |