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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 | $51,425 | $201,344-74.5% | $184,243-72.1% | $145,877-64.7% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 16.39% | 29.01%-12.6pp | 28.82%-12.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,847 | $7,022-73.7% | $6,427-71.3% | $4,663-60.4% |
| Participant deferral / active EE | $4,230 | $9,807-56.9% | $9,132-53.7% | $6,691-36.8% |
| Admin fee / account holder | $5,088 | $16,382-68.9% | $13,914-63.4% | $13,402-62.0% |