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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 | $35,395 | $211,239-83.2% | $178,528-80.2% | $145,877-75.7% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 19.50% | 30.22%-10.7pp | 27.11%-7.6pp | 551.28%-531.8pp |
| Employer contribution / active EE | $2,039 | $4,570-55.4% | $3,950-48.4% | $4,663-56.3% |
| Participant deferral / active EE | $2,256 | $6,963-67.6% | $6,278-64.1% | $6,691-66.3% |
| Admin fee / account holder | $565 | $12,095-95.3% | $10,419-94.6% | $13,402-95.8% |