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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 | $22,966 | $110,212-79.2% | $96,534-76.2% | $139,466-83.5% |
| Participation rate | 61.5% | 78.1%-16.6pp | 76.0%-14.4pp | 80.3%-18.8pp |
| Annual return | 13.48% | 26.42%-12.9pp | 25.88%-12.4pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,165 | $3,620-67.8% | $2,965-60.7% | $4,754-75.5% |
| Participant deferral / active EE | $3,499 | $5,547-36.9% | $4,851-27.9% | $6,712-47.9% |
| Admin fee / account holder | $1,282 | $11,599-88.9% | $8,253-84.5% | $11,409-88.8% |