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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 | $25,874 | $77,908-66.8% | $149,696-82.7% | $75,173-65.6% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 23.82% | 31.73%-7.9pp | 134.46%-110.6pp | 160.72%-136.9pp |
| Employer contribution / active EE | $885 | $3,138-71.8% | $4,821-81.6% | $2,671-66.9% |
| Participant deferral / active EE | $2,213 | $3,411-35.1% | $5,682-61.1% | $4,126-46.4% |
| Admin fee / account holder | $1,717 | $5,950-71.1% | $13,212-87.0% | $5,651-69.6% |