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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 | $110,379-78.6% | $102,412-76.9% | $145,884-83.8% |
| Participation rate | 69.6% | 77.9%-8.4pp | 74.5%-4.9pp | 80.3%-10.7pp |
| Annual return | 18.27% | 24.84%-6.6pp | 24.94%-6.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $2,428 | $4,216-42.4% | $3,870-37.3% | $4,662-47.9% |
| Participant deferral / active EE | $3,407 | $5,622-39.4% | $5,060-32.7% | $6,690-49.1% |
| Admin fee / account holder | $4,157 | $9,745-57.3% | $8,388-50.4% | $13,392-69.0% |