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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 | $35,367 | $211,224-83.3% | $178,505-80.2% | $145,897-75.8% |
| Participation rate | 42.9% | 80.8%-38.0pp | 77.1%-34.3pp | 80.3%-37.4pp |
| Annual return | 10.94% | 30.28%-19.3pp | 27.16%-16.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,171 | $4,577-74.4% | $3,955-70.4% | $4,663-74.9% |
| Participant deferral / active EE | $4,637 | $6,966-33.4% | $6,280-26.2% | $6,689-30.7% |
| Admin fee / account holder | $3,193 | $12,109-73.6% | $10,428-69.4% | $13,390-76.2% |