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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 | $30,079 | $124,351-75.8% | $109,188-72.5% | $167,553-82.0% |
| Participation rate | 69.6% | 79.4%-9.9pp | 75.9%-6.3pp | 82.1%-12.5pp |
| Annual return | 13.54% | 26.04%-12.5pp | 25.76%-12.2pp | 478.89%-465.4pp |
| Employer contribution / active EE | $10,821 | $4,210+157.1% | $3,723+190.6% | $4,840+123.6% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,552 | $7,975-55.5% | $6,755-47.4% | $12,316-71.2% |