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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 | $110,337-82.6% | $102,383-81.2% | $145,877-86.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.94% | 24.83%-14.9pp | 24.94%-15.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,305 | $4,216-45.3% | $3,870-40.4% | $4,663-50.6% |
| Participant deferral / active EE | $3,805 | $5,621-32.3% | $5,060-24.8% | $6,691-43.1% |
| Admin fee / account holder | $2,159 | $9,750-77.9% | $8,391-74.3% | $13,402-83.9% |