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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 | $23,751 | $45,566-47.9% | $64,105-62.9% | $59,633-60.2% |
| Participation rate | 60.6% | 60.2%+0.4pp | 68.2%-7.6pp | 68.7%-8.1pp |
| Annual return | 10.22% | 4.95%+5.3pp | 791.24%-781.0pp | 2041.45%-2031.2pp |
| Employer contribution / active EE | $1,737 | $934+85.9% | $1,820-4.6% | $2,203-21.2% |
| Participant deferral / active EE | $2,754 | $2,057+33.9% | $2,822-2.4% | $3,192-13.7% |
| Admin fee / account holder | $714 | $3,268-78.1% | $4,499-84.1% | $4,297-83.4% |