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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 | $58,170 | $211,288-72.5% | $178,540-67.4% | $145,884-60.1% |
| Participation rate | 38.1% | 80.8%-42.7pp | 77.1%-39.0pp | 80.3%-42.2pp |
| Annual return | 17.82% | 30.27%-12.5pp | 27.15%-9.3pp | 551.85%-534.0pp |
| Employer contribution / active EE | $835 | $4,574-81.7% | $3,953-78.9% | $4,662-82.1% |
| Participant deferral / active EE | $2,274 | $6,967-67.4% | $6,281-63.8% | $6,690-66.0% |
| Admin fee / account holder | $2,059 | $12,105-83.0% | $10,424-80.3% | $13,392-84.6% |