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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 | $28,916 | $110,410-73.8% | $102,437-71.8% | $145,897-80.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 10.65% | 24.85%-14.2pp | 24.95%-14.3pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,674 | $4,217-60.3% | $3,871-56.7% | $4,663-64.1% |
| Participant deferral / active EE | $2,123 | $5,622-62.2% | $5,060-58.0% | $6,689-68.3% |
| Admin fee / account holder | $1,712 | $9,745-82.4% | $8,388-79.6% | $13,390-87.2% |