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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 | $27,294 | $211,288-87.1% | $178,540-84.7% | $145,884-81.3% |
| Participation rate | 52.9% | 80.8%-27.9pp | 77.1%-24.2pp | 80.3%-27.4pp |
| Annual return | 13.51% | 30.27%-16.8pp | 27.15%-13.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,359 | $4,574-70.3% | $3,953-65.6% | $4,662-70.8% |
| Participant deferral / active EE | $1,825 | $6,967-73.8% | $6,281-70.9% | $6,690-72.7% |
| Admin fee / account holder | $1,344 | $12,105-88.9% | $10,424-87.1% | $13,392-90.0% |