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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 | $33,780 | $157,296-78.5% | $141,191-76.1% | $152,897-77.9% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 22.93% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $3,206 | $5,262-39.1% | $4,736-32.3% | $4,764-32.7% |
| Participant deferral / active EE | $8,553 | $7,111+20.3% | $6,710+27.5% | $5,851+46.2% |
| Admin fee / account holder | $1,653 | $12,125-86.4% | $10,264-83.9% | $11,599-85.8% |