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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 | $24,462 | $61,125-60.0% | $94,057-74.0% | $87,485-72.0% |
| Participation rate | 58.1% | 64.1%-6.0pp | 73.3%-15.3pp | 68.9%-10.9pp |
| Annual return | 17.83% | 35.20%-17.4pp | 480.62%-462.8pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,222 | $2,136+4.0% | $2,933-24.3% | $2,596-14.4% |
| Participant deferral / active EE | $3,334 | $3,260+2.3% | $4,709-29.2% | $4,274-22.0% |
| Admin fee / account holder | $711 | $5,629-87.4% | $7,244-90.2% | $7,775-90.9% |