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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 | $44,800 | $211,224-78.8% | $178,505-74.9% | $145,897-69.3% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 10.23% | 30.28%-20.1pp | 27.16%-16.9pp | 552.29%-542.1pp |
| Employer contribution / active EE | $881 | $4,577-80.8% | $3,955-77.7% | $4,663-81.1% |
| Participant deferral / active EE | $1,436 | $6,966-79.4% | $6,280-77.1% | $6,689-78.5% |
| Admin fee / account holder | $4,560 | $12,109-62.3% | $10,428-56.3% | $13,390-65.9% |