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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 | $21,790 | $85,024-74.4% | $70,544-69.1% | $139,466-84.4% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 19.16% | 30.39%-11.2pp | 32.79%-13.6pp | 373.66%-354.5pp |
| Employer contribution / active EE | $1,265 | $3,912-67.7% | $2,976-57.5% | $4,754-73.4% |
| Participant deferral / active EE | $2,667 | $5,891-54.7% | $4,568-41.6% | $6,712-60.3% |
| Admin fee / account holder | $558 | $8,928-93.8% | $6,427-91.3% | $11,409-95.1% |