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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 | $43,972 | $201,344-78.2% | $184,243-76.1% | $145,877-69.9% |
| Participation rate | 56.5% | 87.5%-31.0pp | 86.8%-30.3pp | 80.3%-23.8pp |
| Annual return | 12.88% | 29.01%-16.1pp | 28.82%-15.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,637 | $7,022-76.7% | $6,427-74.5% | $4,663-64.9% |
| Participant deferral / active EE | $3,318 | $9,807-66.2% | $9,132-63.7% | $6,691-50.4% |
| Admin fee / account holder | $1,187 | $16,382-92.8% | $13,914-91.5% | $13,402-91.1% |