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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 | $12,904 | $110,337-88.3% | $102,383-87.4% | $145,877-91.2% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 20.85% | 24.83%-4.0pp | 24.94%-4.1pp | 551.28%-530.4pp |
| Employer contribution / active EE | $1,286 | $4,216-69.5% | $3,870-66.8% | $4,663-72.4% |
| Participant deferral / active EE | $2,547 | $5,621-54.7% | $5,060-49.7% | $6,691-61.9% |
| Admin fee / account holder | $4,645 | $9,750-52.4% | $8,391-44.6% | $13,402-65.3% |