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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 | $17,231 | $57,590-70.1% | $86,233-80.0% | $82,448-79.1% |
| Participation rate | 57.5% | 57.9%-0.4pp | 69.0%-11.5pp | 68.1%-10.6pp |
| Annual return | 65.70% | 22.41%+43.3pp | 61.39%+4.3pp | 41.64%+24.1pp |
| Employer contribution / active EE | $1,093 | $1,655-34.0% | $2,504-56.4% | $2,551-57.2% |
| Participant deferral / active EE | $2,255 | $3,080-26.8% | $4,559-50.5% | $4,139-45.5% |
| Admin fee / account holder | $2,915 | $4,730-38.4% | $8,342-65.1% | $7,234-59.7% |