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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 | $40,666 | $201,372-79.8% | $184,260-77.9% | $145,884-72.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 18.68% | 29.04%-10.4pp | 28.84%-10.2pp | 551.85%-533.2pp |
| Employer contribution / active EE | $2,500 | $7,024-64.4% | $6,427-61.1% | $4,662-46.4% |
| Participant deferral / active EE | $3,482 | $9,808-64.5% | $9,133-61.9% | $6,690-47.9% |
| Admin fee / account holder | $23,912 | $16,362+46.1% | $13,898+72.1% | $13,392+78.6% |