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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 | $37,256 | $201,344-81.5% | $184,243-79.8% | $145,877-74.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.02% | 29.01%-18.0pp | 28.82%-17.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,648 | $7,022-62.3% | $6,427-58.8% | $4,663-43.2% |
| Participant deferral / active EE | $4,822 | $9,807-50.8% | $9,132-47.2% | $6,691-27.9% |
| Admin fee / account holder | $3,344 | $16,382-79.6% | $13,914-76.0% | $13,402-75.1% |