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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 | $49,412 | $209,336-76.4% | $197,124-74.9% | $137,256-64.0% |
| Participation rate | 61.9% | 87.3%-25.4pp | 86.7%-24.8pp | 80.0%-18.1pp |
| Annual return | 20.54% | 48.09%-27.6pp | 44.34%-23.8pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,701 | $6,591-74.2% | $6,227-72.7% | $4,156-59.1% |
| Participant deferral / active EE | $4,846 | $9,614-49.6% | $9,135-46.9% | $6,407-24.4% |
| Admin fee / account holder | $973 | $17,308-94.4% | $16,298-94.0% | $12,270-92.1% |