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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 | $24,936 | $117,829-78.8% | $102,423-75.7% | $145,877-82.9% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 9.68% | 31.83%-22.2pp | 29.42%-19.7pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,336 | $3,615-63.0% | $3,023-55.8% | $4,663-71.4% |
| Participant deferral / active EE | $3,792 | $5,732-33.8% | $5,054-25.0% | $6,691-43.3% |
| Admin fee / account holder | $1,683 | $13,335-87.4% | $9,455-82.2% | $13,402-87.4% |