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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 | $29,041 | $209,336-86.1% | $197,124-85.3% | $137,256-78.8% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 35.82% | 48.09%-12.3pp | 44.34%-8.5pp | 220.34%-184.5pp |
| Employer contribution / active EE | $2,681 | $6,591-59.3% | $6,227-56.9% | $4,156-35.5% |
| Participant deferral / active EE | $7,660 | $9,614-20.3% | $9,135-16.1% | $6,407+19.6% |
| Admin fee / account holder | $2,402 | $17,308-86.1% | $16,298-85.3% | $12,270-80.4% |