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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 | $183,627-78.7% | $155,602-74.8% | $145,978-73.2% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 17.82% | 61.32%-43.5pp | 64.81%-47.0pp | 550.52%-532.7pp |
| Employer contribution / active EE | $2,653 | $5,316-50.1% | $4,675-43.3% | $4,662-43.1% |
| Participant deferral / active EE | $3,210 | $6,466-50.3% | $5,629-43.0% | $6,690-52.0% |
| Admin fee / account holder | $2,795 | $19,327-85.5% | $15,923-82.5% | $13,400-79.1% |