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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 | $49,825 | $211,224-76.4% | $178,505-72.1% | $145,897-65.8% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 8.92% | 30.28%-21.4pp | 27.16%-18.2pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,350 | $4,577-70.5% | $3,955-65.9% | $4,663-71.0% |
| Participant deferral / active EE | $2,169 | $6,966-68.9% | $6,280-65.5% | $6,689-67.6% |
| Admin fee / account holder | $1,256 | $12,109-89.6% | $10,428-88.0% | $13,390-90.6% |