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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 | $21,149 | $85,060-75.1% | $70,565-70.0% | $139,487-84.8% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 18.46% | 30.39%-11.9pp | 32.79%-14.3pp | 373.84%-355.4pp |
| Employer contribution / active EE | $2,100 | $3,912-46.3% | $2,976-29.4% | $4,755-55.8% |
| Participant deferral / active EE | $2,625 | $5,891-55.5% | $4,568-42.5% | $6,713-60.9% |
| Admin fee / account holder | $3,668 | $8,932-58.9% | $6,430-43.0% | $11,407-67.8% |