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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 | $201,264-84.4% | $184,185-83.0% | $145,978-78.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.47% | 29.00%-18.5pp | 28.81%-18.3pp | 550.52%-540.0pp |
| Employer contribution / active EE | $2,683 | $7,021-61.8% | $6,426-58.3% | $4,662-42.5% |
| Participant deferral / active EE | $6,000 | $9,806-38.8% | $9,132-34.3% | $6,690-10.3% |
| Admin fee / account holder | $38,669 | $16,376+136.1% | $13,909+178.0% | $13,400+188.6% |