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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 | $117,829-75.2% | $102,423-71.4% | $145,877-79.9% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 9.76% | 31.83%-22.1pp | 29.42%-19.7pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,384 | $3,615-61.7% | $3,023-54.2% | $4,663-70.3% |
| Participant deferral / active EE | $2,619 | $5,732-54.3% | $5,054-48.2% | $6,691-60.9% |
| Admin fee / account holder | $3,116 | $13,335-76.6% | $9,455-67.0% | $13,402-76.7% |