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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 | $23,628 | $111,814-78.9% | $103,374-77.1% | $145,959-83.8% |
| Participation rate | 69.6% | 77.9%-8.4pp | 74.5%-4.9pp | 80.3%-10.7pp |
| Annual return | 18.27% | 24.77%-6.5pp | 24.89%-6.6pp | 561.95%-543.7pp |
| Employer contribution / active EE | $2,428 | $4,214-42.4% | $3,869-37.3% | $4,661-47.9% |
| Participant deferral / active EE | $3,407 | $5,618-39.4% | $5,058-32.6% | $6,689-49.1% |
| Admin fee / account holder | $4,157 | $9,754-57.4% | $8,394-50.5% | $13,398-69.0% |