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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 | $211,288-70.8% | $178,540-65.4% | $145,884-57.7% |
| Participation rate | 38.5% | 80.8%-42.3pp | 77.1%-38.6pp | 80.3%-41.8pp |
| Annual return | 16.19% | 30.27%-14.1pp | 27.15%-11.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $804 | $4,574-82.4% | $3,953-79.7% | $4,662-82.8% |
| Participant deferral / active EE | $2,188 | $6,967-68.6% | $6,281-65.2% | $6,690-67.3% |
| Admin fee / account holder | $1,640 | $12,105-86.5% | $10,424-84.3% | $13,392-87.8% |