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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 | $211,288-86.0% | $178,540-83.5% | $145,884-79.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.48% | 30.27%-16.8pp | 27.15%-13.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $3,089 | $4,574-32.5% | $3,953-21.9% | $4,662-33.7% |
| Participant deferral / active EE | $5,519 | $6,967-20.8% | $6,281-12.1% | $6,690-17.5% |
| Admin fee / account holder | $5,742 | $12,105-52.6% | $10,424-44.9% | $13,392-57.1% |