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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 | $41,739 | $211,224-80.2% | $178,505-76.6% | $145,897-71.4% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 13.50% | 30.28%-16.8pp | 27.16%-13.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,921 | $4,577-36.2% | $3,955-26.2% | $4,663-37.4% |
| Participant deferral / active EE | $6,391 | $6,966-8.3% | $6,280+1.8% | $6,689-4.5% |
| Admin fee / account holder | $17,989 | $12,109+48.6% | $10,428+72.5% | $13,390+34.3% |