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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 | $51,543 | $199,109-74.1% | $173,730-70.3% | $154,746-66.7% |
| Participation rate | 39.1% | 82.8%-43.7pp | 79.6%-40.4pp | 80.7%-41.6pp |
| Annual return | 9.02% | 20.02%-11.0pp | 19.96%-10.9pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,464 | $5,311-72.4% | $4,577-68.0% | $4,379-66.6% |
| Participant deferral / active EE | $3,616 | $7,113-49.2% | $6,326-42.8% | $6,730-46.3% |
| Admin fee / account holder | $692 | $20,916-96.7% | $17,523-96.1% | $14,365-95.2% |