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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 | $25,058 | $103,392-75.8% | $87,104-71.2% | $152,897-83.6% |
| Participation rate | 68.4% | 79.4%-10.9pp | 76.9%-8.5pp | 82.5%-14.0pp |
| Annual return | 26.59% | 28.10%-1.5pp | 28.19%-1.6pp | 345.43%-318.8pp |
| Employer contribution / active EE | $1,733 | $3,221-46.2% | $2,521-31.3% | $4,764-63.6% |
| Participant deferral / active EE | $3,694 | $4,778-22.7% | $4,048-8.7% | $5,851-36.9% |
| Admin fee / account holder | $331 | $12,194-97.3% | $7,491-95.6% | $11,599-97.1% |