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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 | $22,719 | $83,908-72.9% | $68,509-66.8% | $125,389-81.9% |
| Participation rate | 66.7% | 78.2%-11.5pp | 74.7%-8.1pp | 83.2%-16.5pp |
| Annual return | 2.53% | 14.48%-11.9pp | 8.27%-5.7pp | 282.24%-279.7pp |
| Employer contribution / active EE | $3,638 | $3,031+20.0% | $2,278+59.7% | $4,866-25.2% |
| Participant deferral / active EE | $7,850 | $4,125+90.3% | $3,382+132.1% | $5,352+46.7% |
| Admin fee / account holder | $3,704 | $8,982-58.8% | $5,275-29.8% | $9,541-61.2% |