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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 | $34,146 | $228,395-85.0% | $185,861-81.6% | $158,982-78.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 5.18% | 40.82%-35.6pp | 35.96%-30.8pp | 302.99%-297.8pp |
| Employer contribution / active EE | $667 | $4,968-86.6% | $4,088-83.7% | $4,763-86.0% |
| Participant deferral / active EE | $6,410 | $6,417-0.1% | $5,634+13.8% | $5,983+7.1% |
| Admin fee / account holder | $2,341 | $11,869-80.3% | $9,503-75.4% | $11,252-79.2% |