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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 | $31,691 | $110,410-71.3% | $102,437-69.1% | $145,897-78.3% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.5%-12.6pp | 80.3%-18.4pp |
| Annual return | 20.44% | 24.85%-4.4pp | 24.95%-4.5pp | 552.29%-531.9pp |
| Employer contribution / active EE | $2,270 | $4,217-46.2% | $3,871-41.3% | $4,663-51.3% |
| Participant deferral / active EE | $5,789 | $5,622+3.0% | $5,060+14.4% | $6,689-13.5% |
| Admin fee / account holder | $1,204 | $9,745-87.6% | $8,388-85.6% | $13,390-91.0% |