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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 | $211,105-73.4% | $178,449-68.6% | $145,978-61.6% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-20.0pp | 80.3%-23.1pp |
| Annual return | 14.96% | 30.19%-15.2pp | 27.09%-12.1pp | 550.52%-535.6pp |
| Employer contribution / active EE | $950 | $4,569-79.2% | $3,951-76.0% | $4,662-79.6% |
| Participant deferral / active EE | $3,905 | $6,959-43.9% | $6,277-37.8% | $6,690-41.6% |
| Admin fee / account holder | $1,081 | $12,017-91.0% | $10,362-89.6% | $13,400-91.9% |