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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 | $40,673 | $211,288-80.7% | $178,540-77.2% | $145,884-72.1% |
| Participation rate | 53.8% | 80.8%-27.0pp | 77.1%-23.3pp | 80.3%-26.5pp |
| Annual return | 17.39% | 30.27%-12.9pp | 27.15%-9.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $1,927 | $4,574-57.9% | $3,953-51.2% | $4,662-58.7% |
| Participant deferral / active EE | $3,982 | $6,967-42.8% | $6,281-36.6% | $6,690-40.5% |
| Admin fee / account holder | $680 | $12,105-94.4% | $10,424-93.5% | $13,392-94.9% |