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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 | $18,507 | $97,751-81.1% | $103,447-82.1% | $145,877-87.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 14.43% | 25.43%-11.0pp | 23.92%-9.5pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,177 | $4,684-53.5% | $4,678-53.5% | $4,663-53.3% |
| Participant deferral / active EE | $3,403 | $6,603-48.5% | $6,624-48.6% | $6,691-49.1% |
| Admin fee / account holder | $1,084 | $12,515-91.3% | $9,415-88.5% | $13,402-91.9% |