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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 | $37,524 | $211,288-82.2% | $178,540-79.0% | $145,884-74.3% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 10.49% | 30.27%-19.8pp | 27.15%-16.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,207 | $4,574-73.6% | $3,953-69.5% | $4,662-74.1% |
| Participant deferral / active EE | $2,116 | $6,967-69.6% | $6,281-66.3% | $6,690-68.4% |
| Admin fee / account holder | $374 | $12,105-96.9% | $10,424-96.4% | $13,392-97.2% |