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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 | $36,777 | $148,629-75.3% | $135,982-73.0% | $139,487-73.6% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 20.94% | 79.33%-58.4pp | 68.32%-47.4pp | 373.84%-352.9pp |
| Employer contribution / active EE | $1,507 | $5,247-71.3% | $4,859-69.0% | $4,755-68.3% |
| Participant deferral / active EE | $8,641 | $8,102+6.6% | $7,760+11.4% | $6,713+28.7% |
| Admin fee / account holder | $2,231 | $12,406-82.0% | $10,767-79.3% | $11,407-80.4% |