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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 | $37,119 | $228,352-83.7% | $185,827-80.0% | $158,950-76.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 13.49% | 40.81%-27.3pp | 35.96%-22.5pp | 302.91%-289.4pp |
| Employer contribution / active EE | $2,629 | $4,967-47.1% | $4,087-35.7% | $4,762-44.8% |
| Participant deferral / active EE | $2,603 | $6,416-59.4% | $5,633-53.8% | $5,983-56.5% |
| Admin fee / account holder | $308 | $11,867-97.4% | $9,502-96.8% | $11,248-97.3% |