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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 | $23,227 | $84,236-72.4% | $170,435-86.4% | $70,126-66.9% |
| Participation rate | 57.6% | 70.8%-13.3pp | 83.6%-26.0pp | 69.5%-12.0pp |
| Annual return | 13.76% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,226 | $3,387-63.8% | $5,432-77.4% | $2,343-47.7% |
| Participant deferral / active EE | $2,135 | $3,086-30.8% | $4,939-56.8% | $3,332-35.9% |
| Admin fee / account holder | $8,690 | $5,698+52.5% | $13,881-37.4% | $4,645+87.1% |