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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 | $27,845 | $110,379-74.8% | $102,412-72.8% | $145,884-80.9% |
| Participation rate | 35.7% | 77.9%-42.2pp | 74.5%-38.8pp | 80.3%-44.6pp |
| Annual return | 18.09% | 24.84%-6.8pp | 24.94%-6.9pp | 551.85%-533.8pp |
| Employer contribution / active EE | $1,445 | $4,216-65.7% | $3,870-62.6% | $4,662-69.0% |
| Participant deferral / active EE | $3,724 | $5,622-33.8% | $5,060-26.4% | $6,690-44.3% |
| Admin fee / account holder | $455 | $9,745-95.3% | $8,388-94.6% | $13,392-96.6% |