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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 | $10,776 | $110,379-90.2% | $102,412-89.5% | $145,884-92.6% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 14.62% | 24.84%-10.2pp | 24.94%-10.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $931 | $4,216-77.9% | $3,870-75.9% | $4,662-80.0% |
| Participant deferral / active EE | $2,556 | $5,622-54.5% | $5,060-49.5% | $6,690-61.8% |
| Admin fee / account holder | $623 | $9,745-93.6% | $8,388-92.6% | $13,392-95.4% |