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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 | $23,997 | $110,379-78.3% | $102,412-76.6% | $145,884-83.6% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | 16.93% | 24.84%-7.9pp | 24.94%-8.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,711 | $4,216-59.4% | $3,870-55.8% | $4,662-63.3% |
| Participant deferral / active EE | $3,491 | $5,622-37.9% | $5,060-31.0% | $6,690-47.8% |
| Admin fee / account holder | $402 | $9,745-95.9% | $8,388-95.2% | $13,392-97.0% |