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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 | $28,415 | $108,882-73.9% | $96,754-70.6% | $154,746-81.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 14.64% | 98.39%-83.8pp | 82.04%-67.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,423 | $3,018-52.9% | $2,679-46.9% | $4,379-67.5% |
| Participant deferral / active EE | $2,001 | $5,323-62.4% | $4,758-57.9% | $6,730-70.3% |
| Admin fee / account holder | $1,982 | $10,200-80.6% | $8,905-77.7% | $14,365-86.2% |