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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 | $21,616 | $124,314-82.6% | $109,163-80.2% | $167,518-87.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 12.82% | 26.04%-13.2pp | 25.75%-12.9pp | 478.71%-465.9pp |
| Employer contribution / active EE | $897 | $4,209-78.7% | $3,723-75.9% | $4,838-81.5% |
| Participant deferral / active EE | $2,453 | $5,256-53.3% | $4,654-47.3% | $6,342-61.3% |
| Admin fee / account holder | $3,844 | $7,973-51.8% | $6,754-43.1% | $12,312-68.8% |