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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 | $29,672 | $118,488-75.0% | $98,462-69.9% | $139,487-78.7% |
| Participation rate | 41.7% | 77.5%-35.8pp | 75.2%-33.5pp | 80.3%-38.7pp |
| Annual return | 36.32% | 18.96%+17.4pp | 21.17%+15.1pp | 373.84%-337.5pp |
| Employer contribution / active EE | $1,222 | $3,611-66.2% | $3,049-59.9% | $4,755-74.3% |
| Participant deferral / active EE | $8,194 | $5,393+51.9% | $4,738+72.9% | $6,713+22.1% |
| Admin fee / account holder | $8,295 | $13,868-40.2% | $8,875-6.5% | $11,407-27.3% |