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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 | $25,511 | $62,177-59.0% | $81,370-68.6% | $74,478-65.7% |
| Participation rate | 51.9% | 64.1%-12.2pp | 69.5%-17.7pp | 67.2%-15.4pp |
| Annual return | 11.59% | 16.62%-5.0pp | 24.85%-13.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $814 | $1,881-56.7% | $2,464-67.0% | $2,626-69.0% |
| Participant deferral / active EE | $2,355 | $3,219-26.8% | $3,885-39.4% | $4,350-45.9% |
| Admin fee / account holder | $3,622 | $1,927+88.0% | $5,749-37.0% | $1,946+86.1% |