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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 | $41,710 | $211,288-80.3% | $178,540-76.6% | $145,884-71.4% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 8.58% | 30.27%-21.7pp | 27.15%-18.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $2,191 | $4,574-52.1% | $3,953-44.6% | $4,662-53.0% |
| Participant deferral / active EE | $5,503 | $6,967-21.0% | $6,281-12.4% | $6,690-17.7% |
| Admin fee / account holder | $1,102 | $12,105-90.9% | $10,424-89.4% | $13,392-91.8% |