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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 | $32,710 | $183,516-82.2% | $155,534-79.0% | $145,884-77.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 12.11% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,794 | $5,315-66.2% | $4,675-61.6% | $4,662-61.5% |
| Participant deferral / active EE | $3,527 | $6,467-45.5% | $5,630-37.4% | $6,690-47.3% |
| Admin fee / account holder | $3,464 | $19,293-82.0% | $15,900-78.2% | $13,392-74.1% |