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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 | $25,976 | $70,430-63.1% | $96,572-73.1% | $85,851-69.7% |
| Participation rate | 43.1% | 61.8%-18.7pp | 69.8%-26.7pp | 69.3%-26.2pp |
| Annual return | 18.13% | 18.58%-0.4pp | 37.79%-19.7pp | 318.63%-300.5pp |
| Employer contribution / active EE | $2,976 | $1,413+110.6% | $2,357+26.2% | $2,565+16.0% |
| Participant deferral / active EE | $3,500 | $2,894+20.9% | $3,850-9.1% | $3,952-11.5% |
| Admin fee / account holder | $2,625 | $4,996-47.5% | $6,183-57.5% | $6,261-58.1% |