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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 | $42,689 | $211,288-79.8% | $178,540-76.1% | $145,884-70.7% |
| Participation rate | 63.6% | 80.8%-17.2pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 26.88% | 30.27%-3.4pp | 27.15%-0.3pp | 551.85%-525.0pp |
| Employer contribution / active EE | $2,078 | $4,574-54.6% | $3,953-47.4% | $4,662-55.4% |
| Participant deferral / active EE | $5,161 | $6,967-25.9% | $6,281-17.8% | $6,690-22.9% |
| Admin fee / account holder | $4,416 | $12,105-63.5% | $10,424-57.6% | $13,392-67.0% |