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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 | $34,866 | $212,386-83.6% | $199,883-82.6% | $138,895-74.9% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 21.22% | 47.75%-26.5pp | 43.81%-22.6pp | 145.39%-124.2pp |
| Employer contribution / active EE | $2,018 | $6,625-69.5% | $6,261-67.8% | $4,194-51.9% |
| Participant deferral / active EE | $9,852 | $9,617+2.4% | $9,138+7.8% | $6,396+54.0% |
| Admin fee / account holder | $1,002 | $18,233-94.5% | $17,268-94.2% | $12,562-92.0% |