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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 | $12,940 | $77,707-83.3% | $70,160-81.6% | $139,466-90.7% |
| Participation rate | 50.0% | 83.1%-33.1pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 19.37% | 19.30%+0.1pp | 19.08%+0.3pp | 373.66%-354.3pp |
| Employer contribution / active EE | $1,693 | $4,986-66.0% | $4,285-60.5% | $4,754-64.4% |
| Participant deferral / active EE | $2,328 | $6,443-63.9% | $5,394-56.8% | $6,712-65.3% |
| Admin fee / account holder | $3,778 | $5,397-30.0% | $4,582-17.5% | $11,409-66.9% |