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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 | $36,030 | $154,228-76.6% | $145,433-75.2% | $137,256-73.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 18.72% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $871 | $4,804-81.9% | $4,554-80.9% | $4,156-79.0% |
| Participant deferral / active EE | $4,956 | $8,216-39.7% | $7,897-37.2% | $6,407-22.6% |
| Admin fee / account holder | $433 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |