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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 | $18,203 | $110,379-83.5% | $102,412-82.2% | $145,884-87.5% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.6pp |
| Annual return | 16.37% | 24.84%-8.5pp | 24.94%-8.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,281 | $4,216-45.9% | $3,870-41.1% | $4,662-51.1% |
| Participant deferral / active EE | $3,518 | $5,622-37.4% | $5,060-30.5% | $6,690-47.4% |
| Admin fee / account holder | $312 | $9,745-96.8% | $8,388-96.3% | $13,392-97.7% |