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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 | $211,239-72.5% | $178,528-67.4% | $145,877-60.1% |
| Participation rate | 38.1% | 80.8%-42.7pp | 77.1%-39.0pp | 80.3%-42.2pp |
| Annual return | 17.82% | 30.22%-12.4pp | 27.11%-9.3pp | 551.28%-533.5pp |
| Employer contribution / active EE | $835 | $4,570-81.7% | $3,950-78.9% | $4,663-82.1% |
| Participant deferral / active EE | $2,274 | $6,963-67.3% | $6,278-63.8% | $6,691-66.0% |
| Admin fee / account holder | $2,059 | $12,095-83.0% | $10,419-80.2% | $13,402-84.6% |