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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 | $14,766 | $110,410-86.6% | $102,437-85.6% | $145,897-89.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.92% | 24.85%-12.9pp | 24.95%-13.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,840 | $4,217-56.4% | $3,871-52.5% | $4,663-60.5% |
| Participant deferral / active EE | $2,416 | $5,622-57.0% | $5,060-52.3% | $6,689-63.9% |
| Admin fee / account holder | $5,822 | $9,745-40.3% | $8,388-30.6% | $13,390-56.5% |