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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 | $65,105 | $201,370-67.7% | $184,256-64.7% | $145,897-55.4% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 14.23% | 29.05%-14.8pp | 28.85%-14.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,709 | $7,024-75.7% | $6,427-73.4% | $4,663-63.3% |
| Participant deferral / active EE | $4,763 | $9,808-51.4% | $9,133-47.9% | $6,689-28.8% |
| Admin fee / account holder | $319 | $16,364-98.1% | $13,899-97.7% | $13,390-97.6% |