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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 | $54,984 | $172,111-68.1% | $150,298-63.4% | $137,256-59.9% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 22.88% | 69.37%-46.5pp | 62.79%-39.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,755 | $4,636-62.2% | $4,154-57.8% | $4,156-57.8% |
| Participant deferral / active EE | $3,429 | $6,166-44.4% | $5,453-37.1% | $6,407-46.5% |
| Admin fee / account holder | $316 | $16,471-98.1% | $14,116-97.8% | $12,270-97.4% |