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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 | $22,270 | $88,672-74.9% | $105,223-78.8% | $82,448-73.0% |
| Participation rate | 51.5% | 67.9%-16.4pp | 75.0%-23.5pp | 68.1%-16.6pp |
| Annual return | 15.66% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,072 | $3,048-64.8% | $3,689-70.9% | $2,551-58.0% |
| Participant deferral / active EE | $2,368 | $4,036-41.3% | $5,072-53.3% | $4,139-42.8% |
| Admin fee / account holder | $1,607 | $7,146-77.5% | $8,859-81.9% | $7,234-77.8% |