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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 | $18,562 | $106,280-82.5% | $96,538-80.8% | $139,487-86.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 31.08% | 38.48%-7.4pp | 35.74%-4.7pp | 373.84%-342.8pp |
| Employer contribution / active EE | $1,532 | $4,107-62.7% | $3,740-59.0% | $4,755-67.8% |
| Participant deferral / active EE | $6,462 | $5,457+18.4% | $4,880+32.4% | $6,713-3.7% |
| Admin fee / account holder | $1,448 | $7,888-81.6% | $6,737-78.5% | $11,407-87.3% |