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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 | $22,214 | $110,379-79.9% | $102,412-78.3% | $145,884-84.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.65% | 24.84%-12.2pp | 24.94%-12.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $954 | $4,216-77.4% | $3,870-75.4% | $4,662-79.5% |
| Participant deferral / active EE | $1,902 | $5,622-66.2% | $5,060-62.4% | $6,690-71.6% |
| Admin fee / account holder | $791 | $9,745-91.9% | $8,388-90.6% | $13,392-94.1% |