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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 | $22,878 | $52,279-56.2% | $89,435-74.4% | $79,856-71.4% |
| Participation rate | 60.0% | 57.5%+2.5pp | 68.0%-8.0pp | 69.6%-9.6pp |
| Annual return | 15.47% | 22.16%-6.7pp | 245.55%-230.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,176 | $1,572-25.1% | $2,587-54.5% | $2,471-52.4% |
| Participant deferral / active EE | $1,277 | $2,740-53.4% | $3,890-67.2% | $3,741-65.9% |
| Admin fee / account holder | $1,242 | $3,356-63.0% | $4,884-74.6% | $5,306-76.6% |