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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 | $16,802 | $108,212-84.5% | $77,513-78.3% | $158,966-89.4% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 25.45% | 31.67%-6.2pp | 54.81%-29.4pp | 302.95%-277.5pp |
| Employer contribution / active EE | $2,267 | $1,325+71.1% | $987+129.8% | $4,762-52.4% |
| Participant deferral / active EE | $1,645 | $2,455-33.0% | $1,861-11.6% | $5,983-72.5% |
| Admin fee / account holder | $2,653 | $3,709-28.5% | $2,859-7.2% | $11,250-76.4% |