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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 | $22,029 | $97,751-77.5% | $103,431-78.7% | $145,978-84.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 16.29% | 25.43%-9.1pp | 23.92%-7.6pp | 550.52%-534.2pp |
| Employer contribution / active EE | $3,932 | $4,684-16.1% | $4,678-16.0% | $4,662-15.7% |
| Participant deferral / active EE | $9,824 | $6,603+48.8% | $6,625+48.3% | $6,690+46.9% |
| Admin fee / account holder | $600 | $12,515-95.2% | $9,412-93.6% | $13,400-95.5% |