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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 | $16,709 | $110,379-84.9% | $102,412-83.7% | $145,884-88.5% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 11.20% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,381 | $4,216-67.2% | $3,870-64.3% | $4,662-70.4% |
| Participant deferral / active EE | $1,853 | $5,622-67.0% | $5,060-63.4% | $6,690-72.3% |
| Admin fee / account holder | $2,645 | $9,745-72.9% | $8,388-68.5% | $13,392-80.2% |