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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 | $33,545 | $114,119-70.6% | $107,187-68.7% | $138,895-75.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 25.89% | 273.21%-247.3pp | 204.55%-178.7pp | 145.39%-119.5pp |
| Employer contribution / active EE | $1,503 | $4,059-63.0% | $3,782-60.3% | $4,194-64.2% |
| Participant deferral / active EE | $7,661 | $5,538+38.3% | $5,096+50.3% | $6,396+19.8% |
| Admin fee / account holder | $458 | $10,024-95.4% | $9,162-95.0% | $12,562-96.4% |