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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 | $7,672 | $110,303-93.0% | $95,759-92.0% | $139,487-94.5% |
| Participation rate | 69.6% | 75.7%-6.2pp | 72.3%-2.7pp | 80.3%-10.8pp |
| Annual return | 20.20% | 27.19%-7.0pp | 28.42%-8.2pp | 373.84%-353.6pp |
| Employer contribution / active EE | $1,119 | $3,261-65.7% | $2,836-60.6% | $4,755-76.5% |
| Participant deferral / active EE | $2,744 | $4,674-41.3% | $4,244-35.3% | $6,713-59.1% |
| Admin fee / account holder | $1,151 | $6,615-82.6% | $5,678-79.7% | $11,407-89.9% |