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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 | $28,429 | $211,288-86.5% | $178,540-84.1% | $145,884-80.5% |
| Participation rate | 59.1% | 80.8%-21.7pp | 77.1%-18.0pp | 80.3%-21.2pp |
| Annual return | 13.19% | 30.27%-17.1pp | 27.15%-14.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,258 | $4,574-72.5% | $3,953-68.2% | $4,662-73.0% |
| Participant deferral / active EE | $1,874 | $6,967-73.1% | $6,281-70.2% | $6,690-72.0% |
| Admin fee / account holder | $1,807 | $12,105-85.1% | $10,424-82.7% | $13,392-86.5% |