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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 | $31,368 | $201,344-84.4% | $184,243-83.0% | $145,877-78.5% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 12.30% | 29.01%-16.7pp | 28.82%-16.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,631 | $7,022-76.8% | $6,427-74.6% | $4,663-65.0% |
| Participant deferral / active EE | $3,683 | $9,807-62.4% | $9,132-59.7% | $6,691-45.0% |
| Admin fee / account holder | $4,081 | $16,382-75.1% | $13,914-70.7% | $13,402-69.5% |