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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 | $35,655 | $201,372-82.3% | $184,260-80.6% | $145,884-75.6% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 13.48% | 29.04%-15.6pp | 28.84%-15.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,138 | $7,024-69.6% | $6,427-66.7% | $4,662-54.1% |
| Participant deferral / active EE | $5,709 | $9,808-41.8% | $9,133-37.5% | $6,690-14.7% |
| Admin fee / account holder | $2,487 | $16,362-84.8% | $13,898-82.1% | $13,392-81.4% |