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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 | $28,553 | $110,410-74.1% | $102,437-72.1% | $145,897-80.4% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 16.10% | 24.85%-8.7pp | 24.95%-8.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,174 | $4,217-72.2% | $3,871-69.7% | $4,663-74.8% |
| Participant deferral / active EE | $7,441 | $5,622+32.4% | $5,060+47.1% | $6,689+11.2% |
| Admin fee / account holder | $8,386 | $9,745-13.9% | $8,3880% | $13,390-37.4% |