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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 | $61,761 | $211,224-70.8% | $178,505-65.4% | $145,897-57.7% |
| Participation rate | 38.5% | 80.8%-42.4pp | 77.1%-38.7pp | 80.3%-41.8pp |
| Annual return | 16.19% | 30.28%-14.1pp | 27.16%-11.0pp | 552.29%-536.1pp |
| Employer contribution / active EE | $804 | $4,577-82.4% | $3,955-79.7% | $4,663-82.8% |
| Participant deferral / active EE | $2,188 | $6,966-68.6% | $6,280-65.2% | $6,689-67.3% |
| Admin fee / account holder | $1,640 | $12,109-86.5% | $10,428-84.3% | $13,390-87.8% |