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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 | $22,540 | $51,642-56.4% | $129,384-82.6% | $80,935-72.2% |
| Participation rate | 58.0% | 56.9%+1.1pp | 69.6%-11.6pp | 67.7%-9.7pp |
| Annual return | 15.60% | 20.78%-5.2pp | 9461.77%-9446.2pp | 35.66%-20.1pp |
| Employer contribution / active EE | $830 | $1,583-47.6% | $4,153-80.0% | $2,757-69.9% |
| Participant deferral / active EE | $1,555 | $2,670-41.7% | $4,166-62.7% | $4,299-63.8% |
| Admin fee / account holder | $391 | $4,312-90.9% | $7,686-94.9% | $6,924-94.4% |