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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 | $29,251 | $117,895-75.2% | $102,460-71.5% | $145,897-80.0% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 9.76% | 31.92%-22.2pp | 29.47%-19.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,384 | $3,619-61.8% | $3,025-54.3% | $4,663-70.3% |
| Participant deferral / active EE | $2,619 | $5,736-54.4% | $5,056-48.2% | $6,689-60.9% |
| Admin fee / account holder | $3,116 | $13,353-76.7% | $9,460-67.1% | $13,390-76.7% |