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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 | $23,633 | $23,330+1.3% | $64,489-63.4% | $82,448-71.3% |
| Participation rate | 48.3% | 68.3%-20.0pp | 67.7%-19.4pp | 68.1%-19.8pp |
| Annual return | 16.75% | 83.66%-66.9pp | 55.03%-38.3pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,253 | $824+51.9% | $1,523-17.8% | $2,551-50.9% |
| Participant deferral / active EE | $1,803 | $1,707+5.6% | $2,778-35.1% | $4,139-56.4% |
| Admin fee / account holder | $2,725 | $2,946-7.5% | $4,260-36.0% | $7,234-62.3% |