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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 | $27,274 | $211,224-87.1% | $178,505-84.7% | $145,897-81.3% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 39.50% | 30.28%+9.2pp | 27.16%+12.3pp | 552.29%-512.8pp |
| Employer contribution / active EE | $1,437 | $4,577-68.6% | $3,955-63.7% | $4,663-69.2% |
| Participant deferral / active EE | $1,727 | $6,966-75.2% | $6,280-72.5% | $6,689-74.2% |
| Admin fee / account holder | $1,987 | $12,109-83.6% | $10,428-80.9% | $13,390-85.2% |