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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 | $29,489 | $211,239-86.0% | $178,528-83.5% | $145,877-79.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.48% | 30.22%-16.7pp | 27.11%-13.6pp | 551.28%-537.8pp |
| Employer contribution / active EE | $3,089 | $4,570-32.4% | $3,950-21.8% | $4,663-33.8% |
| Participant deferral / active EE | $5,519 | $6,963-20.7% | $6,278-12.1% | $6,691-17.5% |
| Admin fee / account holder | $5,742 | $12,095-52.5% | $10,419-44.9% | $13,402-57.2% |