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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 | $30,395 | $209,336-85.5% | $197,124-84.6% | $137,256-77.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 14.48% | 48.09%-33.6pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,995 | $6,591-69.7% | $6,227-68.0% | $4,156-52.0% |
| Participant deferral / active EE | $4,980 | $9,614-48.2% | $9,135-45.5% | $6,407-22.3% |
| Admin fee / account holder | $1,571 | $17,308-90.9% | $16,298-90.4% | $12,270-87.2% |