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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 | $39,186 | $183,516-78.6% | $155,534-74.8% | $145,884-73.1% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 17.82% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.0pp |
| Employer contribution / active EE | $2,653 | $5,315-50.1% | $4,675-43.2% | $4,662-43.1% |
| Participant deferral / active EE | $3,210 | $6,467-50.4% | $5,630-43.0% | $6,690-52.0% |
| Admin fee / account holder | $2,795 | $19,293-85.5% | $15,900-82.4% | $13,392-79.1% |