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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 | $31,311 | $201,370-84.5% | $184,256-83.0% | $145,897-78.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.47% | 29.05%-18.6pp | 28.85%-18.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,683 | $7,024-61.8% | $6,427-58.3% | $4,663-42.5% |
| Participant deferral / active EE | $6,000 | $9,808-38.8% | $9,133-34.3% | $6,689-10.3% |
| Admin fee / account holder | $38,669 | $16,364+136.3% | $13,899+178.2% | $13,390+188.8% |