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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 | $32,900 | $185,856-82.3% | $170,028-80.7% | $139,456-76.4% |
| Participation rate | 63.2% | 87.8%-24.6pp | 87.0%-23.8pp | 80.3%-17.2pp |
| Annual return | 17.57% | 60.52%-43.0pp | 53.39%-35.8pp | 373.45%-355.9pp |
| Employer contribution / active EE | $3,186 | $7,593-58.0% | $6,788-53.1% | $4,753-33.0% |
| Participant deferral / active EE | $5,312 | $11,623-54.3% | $10,409-49.0% | $6,711-20.9% |
| Admin fee / account holder | $757 | $15,387-95.1% | $12,820-94.1% | $11,407-93.4% |