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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 | $49,756 | $178,174-72.1% | $156,181-68.1% | $137,256-63.7% |
| Participation rate | 28.6% | 82.0%-53.5pp | 78.8%-50.3pp | 80.0%-51.4pp |
| Annual return | 21.58% | 84.19%-62.6pp | 64.87%-43.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,689 | $4,972-66.0% | $4,294-60.7% | $4,156-59.4% |
| Participant deferral / active EE | $2,689 | $6,888-61.0% | $6,132-56.1% | $6,407-58.0% |
| Admin fee / account holder | $1,762 | $17,404-89.9% | $14,586-87.9% | $12,270-85.6% |