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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 | $28,326 | $110,410-74.3% | $102,437-72.3% | $145,897-80.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.05% | 24.85%-14.8pp | 24.95%-14.9pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,280 | $4,217-45.9% | $3,871-41.1% | $4,663-51.1% |
| Participant deferral / active EE | $3,141 | $5,622-44.1% | $5,060-37.9% | $6,689-53.0% |
| Admin fee / account holder | $9,593 | $9,745-1.6% | $8,388+14.4% | $13,390-28.4% |