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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 | $19,226 | $110,410-82.6% | $102,437-81.2% | $145,897-86.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.94% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,305 | $4,217-45.3% | $3,871-40.4% | $4,663-50.6% |
| Participant deferral / active EE | $3,805 | $5,622-32.3% | $5,060-24.8% | $6,689-43.1% |
| Admin fee / account holder | $2,159 | $9,745-77.8% | $8,388-74.3% | $13,390-83.9% |