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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 | $23,881 | $52,279-54.3% | $89,435-73.3% | $79,856-70.1% |
| Participation rate | 62.2% | 57.5%+4.7pp | 68.0%-5.8pp | 69.6%-7.4pp |
| Annual return | 20.15% | 22.16%-2.0pp | 245.55%-225.4pp | 31.71%-11.6pp |
| Employer contribution / active EE | $636 | $1,572-59.5% | $2,587-75.4% | $2,471-74.2% |
| Participant deferral / active EE | $1,654 | $2,740-39.6% | $3,890-57.5% | $3,741-55.8% |
| Admin fee / account holder | $1,491 | $3,356-55.6% | $4,884-69.5% | $5,306-71.9% |