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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 | $40,441 | $201,372-79.9% | $184,260-78.1% | $145,884-72.3% |
| Participation rate | 58.3% | 87.5%-29.2pp | 86.8%-28.5pp | 80.3%-22.0pp |
| Annual return | 20.89% | 29.04%-8.1pp | 28.84%-8.0pp | 551.85%-531.0pp |
| Employer contribution / active EE | $1,509 | $7,024-78.5% | $6,427-76.5% | $4,662-67.6% |
| Participant deferral / active EE | $3,666 | $9,808-62.6% | $9,133-59.9% | $6,690-45.2% |
| Admin fee / account holder | $8,013 | $16,362-51.0% | $13,898-42.3% | $13,392-40.2% |