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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 | $111,814-74.1% | $103,378-72.0% | $145,978-80.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 10.65% | 24.80%-14.1pp | 24.91%-14.3pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,674 | $4,215-60.3% | $3,870-56.7% | $4,662-64.1% |
| Participant deferral / active EE | $2,123 | $5,618-62.2% | $5,058-58.0% | $6,690-68.3% |
| Admin fee / account holder | $1,712 | $9,764-82.5% | $8,401-79.6% | $13,400-87.2% |