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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 | $28,690 | $172,111-83.3% | $150,298-80.9% | $137,256-79.1% |
| Participation rate | 46.7% | 81.7%-35.0pp | 77.8%-31.1pp | 80.0%-33.3pp |
| Annual return | 16.16% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,007 | $4,636-78.3% | $4,154-75.8% | $4,156-75.8% |
| Participant deferral / active EE | $4,047 | $6,166-34.4% | $5,453-25.8% | $6,407-36.8% |
| Admin fee / account holder | $349 | $16,471-97.9% | $14,116-97.5% | $12,270-97.2% |