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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 | $17,201 | $106,280-83.8% | $96,538-82.2% | $139,487-87.7% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.3%-5.9pp | 80.3%-11.9pp |
| Annual return | 14.22% | 38.48%-24.3pp | 35.74%-21.5pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,478 | $4,107-64.0% | $3,740-60.5% | $4,755-68.9% |
| Participant deferral / active EE | $2,747 | $5,457-49.7% | $4,880-43.7% | $6,713-59.1% |
| Admin fee / account holder | $1,201 | $7,888-84.8% | $6,737-82.2% | $11,407-89.5% |