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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 | $32,674 | $201,370-83.8% | $184,256-82.3% | $145,897-77.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.69% | 29.05%-12.4pp | 28.85%-12.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $2,525 | $7,024-64.1% | $6,427-60.7% | $4,663-45.9% |
| Participant deferral / active EE | $5,124 | $9,808-47.8% | $9,133-43.9% | $6,689-23.4% |
| Admin fee / account holder | $2,268 | $16,364-86.1% | $13,899-83.7% | $13,390-83.1% |