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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 | $37,049 | $125,190-70.4% | $105,624-64.9% | $145,897-74.6% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 9.88% | 225.22%-215.3pp | 116.20%-106.3pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,149 | $3,720-69.1% | $3,168-63.7% | $4,663-75.4% |
| Participant deferral / active EE | $2,920 | $5,716-48.9% | $5,013-41.8% | $6,689-56.4% |
| Admin fee / account holder | $7,562 | $17,138-55.9% | $10,961-31.0% | $13,390-43.5% |