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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 | $33,005 | $127,790-74.2% | $106,554-69.0% | $167,553-80.3% |
| Participation rate | 61.5% | 78.3%-16.7pp | 76.1%-14.6pp | 82.1%-20.6pp |
| Annual return | 13.34% | 33.88%-20.5pp | 26.80%-13.5pp | 478.89%-465.6pp |
| Employer contribution / active EE | $1,630 | $3,427-52.5% | $2,819-42.2% | $4,840-66.3% |
| Participant deferral / active EE | $5,481 | $5,088+7.7% | $4,398+24.6% | $6,343-13.6% |
| Admin fee / account holder | $1,611 | $11,231-85.7% | $7,408-78.3% | $12,316-86.9% |