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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 | $44,362 | $201,372-78.0% | $184,260-75.9% | $145,884-69.6% |
| Participation rate | 58.8% | 87.5%-28.7pp | 86.8%-28.0pp | 80.3%-21.5pp |
| Annual return | 23.29% | 29.04%-5.7pp | 28.84%-5.5pp | 551.85%-528.6pp |
| Employer contribution / active EE | $2,971 | $7,024-57.7% | $6,427-53.8% | $4,662-36.3% |
| Participant deferral / active EE | $6,266 | $9,808-36.1% | $9,133-31.4% | $6,690-6.3% |
| Admin fee / account holder | $1,552 | $16,362-90.5% | $13,898-88.8% | $13,392-88.4% |