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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 | $30,344 | $201,372-84.9% | $184,260-83.5% | $145,884-79.2% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 14.54% | 29.04%-14.5pp | 28.84%-14.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,644 | $7,024-76.6% | $6,427-74.4% | $4,662-64.7% |
| Participant deferral / active EE | $3,752 | $9,808-61.7% | $9,133-58.9% | $6,690-43.9% |
| Admin fee / account holder | $1,262 | $16,362-92.3% | $13,898-90.9% | $13,392-90.6% |