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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 | $30,405 | $183,592-83.4% | $155,574-80.5% | $145,877-79.2% |
| Participation rate | 69.6% | 82.7%-13.1pp | 78.2%-8.6pp | 80.3%-10.7pp |
| Annual return | 13.61% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,662 | $5,317-49.9% | $4,676-43.1% | $4,663-42.9% |
| Participant deferral / active EE | $6,137 | $6,466-5.1% | $5,629+9.0% | $6,691-8.3% |
| Admin fee / account holder | $1,845 | $19,316-90.4% | $15,914-88.4% | $13,402-86.2% |