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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 | $29,405 | $117,846-75.0% | $102,434-71.3% | $145,884-79.8% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 13.74% | 31.90%-18.2pp | 29.46%-15.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,542 | $3,615-2.0% | $3,023+17.2% | $4,662-24.0% |
| Participant deferral / active EE | $6,337 | $5,733+10.5% | $5,055+25.4% | $6,690-5.3% |
| Admin fee / account holder | $2,713 | $13,356-79.7% | $9,462-71.3% | $13,392-79.7% |