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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 | $25,358 | $110,410-77.0% | $102,437-75.2% | $145,897-82.6% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.8pp |
| Annual return | 14.15% | 24.85%-10.7pp | 24.95%-10.8pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,595 | $4,217-62.2% | $3,871-58.8% | $4,663-65.8% |
| Participant deferral / active EE | $4,951 | $5,622-11.9% | $5,060-2.2% | $6,689-26.0% |
| Admin fee / account holder | $6,094 | $9,745-37.5% | $8,388-27.3% | $13,390-54.5% |