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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 | $29,552 | $201,264-85.3% | $184,185-84.0% | $145,978-79.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 12.58% | 29.00%-16.4pp | 28.81%-16.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $2,083 | $7,021-70.3% | $6,426-67.6% | $4,662-55.3% |
| Participant deferral / active EE | $4,997 | $9,806-49.0% | $9,132-45.3% | $6,690-25.3% |
| Admin fee / account holder | $2,703 | $16,376-83.5% | $13,909-80.6% | $13,400-79.8% |