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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 | $24,719 | $110,379-77.6% | $102,412-75.9% | $145,884-83.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 13.16% | 24.84%-11.7pp | 24.94%-11.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,783 | $4,216-57.7% | $3,870-53.9% | $4,662-61.8% |
| Participant deferral / active EE | $3,954 | $5,622-29.7% | $5,060-21.9% | $6,690-40.9% |
| Admin fee / account holder | $1,390 | $9,745-85.7% | $8,388-83.4% | $13,392-89.6% |