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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 | $35,188 | $110,240-68.1% | $96,544-63.6% | $139,487-74.8% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 10.54% | 26.41%-15.9pp | 25.88%-15.3pp | 373.84%-363.3pp |
| Employer contribution / active EE | $1,445 | $3,622-60.1% | $2,966-51.3% | $4,755-69.6% |
| Participant deferral / active EE | $4,089 | $5,549-26.3% | $4,851-15.7% | $6,713-39.1% |
| Admin fee / account holder | $10,604 | $11,602-8.6% | $8,254+28.5% | $11,407-7.0% |