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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 | $21,775 | $100,073-78.2% | $85,126-74.4% | $145,877-85.1% |
| Participation rate | 65.0% | 74.1%-9.1pp | 67.5%-2.5pp | 80.3%-15.3pp |
| Annual return | 12.84% | 84.11%-71.3pp | 66.63%-53.8pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,972 | $3,236-39.1% | $2,731-27.8% | $4,663-57.7% |
| Participant deferral / active EE | $4,097 | $5,294-22.6% | $4,523-9.4% | $6,691-38.8% |
| Admin fee / account holder | $1,319 | $7,261-81.8% | $6,160-78.6% | $13,402-90.2% |