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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 | $33,728 | $211,105-84.0% | $178,449-81.1% | $145,978-76.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 21.38% | 30.19%-8.8pp | 27.09%-5.7pp | 550.52%-529.1pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,905 | $6,959-0.8% | $6,277+10.0% | $6,690+3.2% |
| Admin fee / account holder | $10,924 | $12,017-9.1% | $10,362+5.4% | $13,400-18.5% |