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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 | $30,009 | $154,228-80.5% | $145,433-79.4% | $137,256-78.1% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.7pp | 80.0%-41.5pp |
| Annual return | 23.89% | 74.59%-50.7pp | 66.58%-42.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $16,396 | $4,804+241.3% | $4,554+260.0% | $4,156+294.5% |
| Participant deferral / active EE | $32,313 | $8,216+293.3% | $7,897+309.2% | $6,407+404.4% |
| Admin fee / account holder | $11,409 | $14,344-20.5% | $13,129-13.1% | $12,270-7.0% |