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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 | $37,495 | $183,627-79.6% | $155,602-75.9% | $145,978-74.3% |
| Participation rate | 59.1% | 82.7%-23.6pp | 78.2%-19.1pp | 80.3%-21.2pp |
| Annual return | 11.07% | 61.32%-50.2pp | 64.81%-53.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $2,042 | $5,316-61.6% | $4,675-56.3% | $4,662-56.2% |
| Participant deferral / active EE | $3,591 | $6,466-44.5% | $5,629-36.2% | $6,690-46.3% |
| Admin fee / account holder | $1,405 | $19,327-92.7% | $15,923-91.2% | $13,400-89.5% |