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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 | $111,814-74.7% | $103,378-72.6% | $145,978-80.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.05% | 24.80%-14.7pp | 24.91%-14.9pp | 550.52%-540.5pp |
| Employer contribution / active EE | $2,280 | $4,215-45.9% | $3,870-41.1% | $4,662-51.1% |
| Participant deferral / active EE | $3,141 | $5,618-44.1% | $5,058-37.9% | $6,690-53.0% |
| Admin fee / account holder | $9,593 | $9,764-1.8% | $8,401+14.2% | $13,400-28.4% |