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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 | $22,643 | $55,902-59.5% | $76,030-70.2% | $80,959-72.0% |
| Participation rate | 55.6% | 62.1%-6.5pp | 69.1%-13.5pp | 67.7%-12.1pp |
| Annual return | 11.38% | 20.59%-9.2pp | 361.54%-350.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,043 | $1,867+9.4% | $2,688-24.0% | $2,757-25.9% |
| Participant deferral / active EE | $3,679 | $3,051+20.6% | $4,257-13.6% | $4,300-14.4% |
| Admin fee / account holder | $1,894 | $5,239-63.9% | $6,421-70.5% | $6,925-72.7% |