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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 | $28,833 | $110,379-73.9% | $102,412-71.8% | $145,884-80.2% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 13.99% | 24.84%-10.9pp | 24.94%-11.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,641 | $4,216-61.1% | $3,870-57.6% | $4,662-64.8% |
| Participant deferral / active EE | $3,005 | $5,622-46.6% | $5,060-40.6% | $6,690-55.1% |
| Admin fee / account holder | $2,622 | $9,745-73.1% | $8,388-68.7% | $13,392-80.4% |