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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 | $37,015 | $201,370-81.6% | $184,256-79.9% | $145,897-74.6% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 19.77% | 29.05%-9.3pp | 28.85%-9.1pp | 552.29%-532.5pp |
| Employer contribution / active EE | $4,191 | $7,024-40.3% | $6,427-34.8% | $4,663-10.1% |
| Participant deferral / active EE | $10,858 | $9,808+10.7% | $9,133+18.9% | $6,689+62.3% |
| Admin fee / account holder | $2,779 | $16,364-83.0% | $13,899-80.0% | $13,390-79.2% |