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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 | $28,324 | $110,379-74.3% | $102,412-72.3% | $145,884-80.6% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 13.81% | 24.84%-11.0pp | 24.94%-11.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,185 | $4,216-48.2% | $3,870-43.5% | $4,662-53.1% |
| Participant deferral / active EE | $5,832 | $5,622+3.7% | $5,060+15.3% | $6,690-12.8% |
| Admin fee / account holder | $1,482 | $9,745-84.8% | $8,388-82.3% | $13,392-88.9% |