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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 | $58,182 | $58,726-0.9% | $92,240-36.9% | $62,293-6.6% |
| Participation rate | 53.7% | 68.3%-14.6pp | 76.5%-22.8pp | 69.5%-15.8pp |
| Annual return | 24.98% | 43.62%-18.6pp | 176.29%-151.3pp | 28.90%-3.9pp |
| Employer contribution / active EE | $1,226 | $2,392-48.7% | $3,680-66.7% | $2,042-40.0% |
| Participant deferral / active EE | $2,227 | $2,766-19.5% | $3,897-42.9% | $3,169-29.7% |
| Admin fee / account holder | $722 | $556+29.7% | $5,194-86.1% | $479+50.6% |