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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 | $22,623 | $110,410-79.5% | $102,437-77.9% | $145,897-84.5% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 9.15% | 24.85%-15.7pp | 24.95%-15.8pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,308 | $4,217-69.0% | $3,871-66.2% | $4,663-71.9% |
| Participant deferral / active EE | $2,391 | $5,622-57.5% | $5,060-52.7% | $6,689-64.3% |
| Admin fee / account holder | $3,399 | $9,745-65.1% | $8,388-59.5% | $13,390-74.6% |