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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 | $27,570 | $100,279-72.5% | $81,353-66.1% | $145,884-81.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 12.24% | 34.49%-22.2pp | 24.82%-12.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,505 | $2,979-49.5% | $2,464-38.9% | $4,662-67.7% |
| Participant deferral / active EE | $1,724 | $4,611-62.6% | $3,885-55.6% | $6,690-74.2% |
| Admin fee / account holder | $418 | $8,206-94.9% | $5,766-92.7% | $13,392-96.9% |