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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 | $56,079 | $211,224-73.5% | $178,505-68.6% | $145,897-61.6% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 14.96% | 30.28%-15.3pp | 27.16%-12.2pp | 552.29%-537.3pp |
| Employer contribution / active EE | $950 | $4,577-79.3% | $3,955-76.0% | $4,663-79.6% |
| Participant deferral / active EE | $3,905 | $6,966-43.9% | $6,280-37.8% | $6,689-41.6% |
| Admin fee / account holder | $1,081 | $12,109-91.1% | $10,428-89.6% | $13,390-91.9% |