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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 | $33,126 | $110,410-70.0% | $102,437-67.7% | $145,897-77.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.00% | 24.85%-12.9pp | 24.95%-13.0pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,670 | $4,217-36.7% | $3,871-31.0% | $4,663-42.7% |
| Participant deferral / active EE | $7,838 | $5,622+39.4% | $5,060+54.9% | $6,689+17.2% |
| Admin fee / account holder | $1,337 | $9,745-86.3% | $8,388-84.1% | $13,390-90.0% |