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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 | $36,736 | $201,264-81.7% | $184,185-80.1% | $145,978-74.8% |
| Participation rate | 61.9% | 87.5%-25.6pp | 86.8%-24.9pp | 80.3%-18.4pp |
| Annual return | 12.63% | 29.00%-16.4pp | 28.81%-16.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $2,173 | $7,021-69.1% | $6,426-66.2% | $4,662-53.4% |
| Participant deferral / active EE | $6,501 | $9,806-33.7% | $9,132-28.8% | $6,690-2.8% |
| Admin fee / account holder | $5,373 | $16,376-67.2% | $13,909-61.4% | $13,400-59.9% |