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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 | $11,706 | $110,379-89.4% | $102,412-88.6% | $145,884-92.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.03% | 24.84%-9.8pp | 24.94%-9.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $995 | $4,216-76.4% | $3,870-74.3% | $4,662-78.7% |
| Participant deferral / active EE | $2,383 | $5,622-57.6% | $5,060-52.9% | $6,690-64.4% |
| Admin fee / account holder | $2,053 | $9,745-78.9% | $8,388-75.5% | $13,392-84.7% |