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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 | $26,669 | $124,314-78.5% | $109,163-75.6% | $167,518-84.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 16.71% | 26.04%-9.3pp | 25.75%-9.0pp | 478.71%-462.0pp |
| Employer contribution / active EE | $1,876 | $4,209-55.4% | $3,723-49.6% | $4,838-61.2% |
| Participant deferral / active EE | $3,225 | $5,256-38.6% | $4,654-30.7% | $6,342-49.1% |
| Admin fee / account holder | $2,714 | $7,973-66.0% | $6,754-59.8% | $12,312-78.0% |