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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 | $36,238 | $201,344-82.0% | $184,243-80.3% | $145,877-75.2% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 10.30% | 29.01%-18.7pp | 28.82%-18.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,618 | $7,022-62.7% | $6,427-59.3% | $4,663-43.9% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,885 | $16,382-88.5% | $13,914-86.5% | $13,402-85.9% |