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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 | $23,721 | $45,343-47.7% | $150,298-84.2% | $67,986-65.1% |
| Participation rate | 51.9% | 51.9%+0.1pp | 77.8%-25.8pp | 57.2%-5.3pp |
| Annual return | 16.55% | 33.28%-16.7pp | 62.79%-46.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $787 | $1,462-46.2% | $4,154-81.0% | $2,019-61.0% |
| Participant deferral / active EE | $1,788 | $2,055-13.0% | $5,453-67.2% | $3,358-46.8% |
| Admin fee / account holder | $1,357 | $2,250-39.7% | $14,116-90.4% | $3,203-57.6% |