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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 | $211,239-76.4% | $178,528-72.1% | $145,877-65.8% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 8.92% | 30.22%-21.3pp | 27.11%-18.2pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,350 | $4,570-70.5% | $3,950-65.8% | $4,663-71.0% |
| Participant deferral / active EE | $2,169 | $6,963-68.9% | $6,278-65.5% | $6,691-67.6% |
| Admin fee / account holder | $1,256 | $12,095-89.6% | $10,419-87.9% | $13,402-90.6% |