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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 | $201,344-81.6% | $184,243-79.9% | $145,877-74.6% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 19.77% | 29.01%-9.2pp | 28.82%-9.0pp | 551.28%-531.5pp |
| Employer contribution / active EE | $4,191 | $7,022-40.3% | $6,427-34.8% | $4,663-10.1% |
| Participant deferral / active EE | $10,858 | $9,807+10.7% | $9,132+18.9% | $6,691+62.3% |
| Admin fee / account holder | $2,779 | $16,382-83.0% | $13,914-80.0% | $13,402-79.3% |