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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 | $24,794 | $54,541-54.5% | $78,778-68.5% | $70,126-64.6% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 21.93% | 21.07%+0.9pp | 35.62%-13.7pp | 73.15%-51.2pp |
| Employer contribution / active EE | $667 | $1,089-38.7% | $1,986-66.4% | $2,343-71.5% |
| Participant deferral / active EE | $2,582 | $2,210+16.8% | $2,958-12.7% | $3,332-22.5% |
| Admin fee / account holder | $4,534 | $3,709+22.2% | $5,134-11.7% | $4,645-2.4% |