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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 | $14,029 | $110,337-87.3% | $102,383-86.3% | $145,877-90.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.10% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $3,418 | $4,216-18.9% | $3,870-11.7% | $4,663-26.7% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,601 | $9,750-73.3% | $8,391-69.0% | $13,402-80.6% |