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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 | $223,823-77.9% | $211,142-76.6% | $154,746-68.1% |
| Participation rate | 61.9% | 87.9%-25.9pp | 87.3%-25.4pp | 80.7%-18.8pp |
| Annual return | 20.54% | 50.39%-29.9pp | 46.84%-26.3pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,701 | $6,787-74.9% | $6,442-73.6% | $4,379-61.2% |
| Participant deferral / active EE | $4,846 | $9,750-50.3% | $9,284-47.8% | $6,730-28.0% |
| Admin fee / account holder | $973 | $19,707-95.1% | $19,076-94.9% | $14,365-93.2% |