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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 | $33,444 | $211,288-84.2% | $178,540-81.3% | $145,884-77.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.69% | 30.27%-15.6pp | 27.15%-12.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,909 | $4,574-36.4% | $3,953-26.4% | $4,662-37.6% |
| Participant deferral / active EE | $1,905 | $6,967-72.7% | $6,281-69.7% | $6,690-71.5% |
| Admin fee / account holder | $1,667 | $12,105-86.2% | $10,424-84.0% | $13,392-87.5% |