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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 | $28,164 | $228,352-87.7% | $185,835-84.8% | $158,966-82.3% |
| Participation rate | 53.8% | 82.3%-28.5pp | 78.0%-24.2pp | 82.0%-28.1pp |
| Annual return | 17.34% | 40.81%-23.5pp | 35.96%-18.6pp | 302.95%-285.6pp |
| Employer contribution / active EE | $570 | $4,967-88.5% | $4,087-86.0% | $4,762-88.0% |
| Participant deferral / active EE | $1,519 | $6,416-76.3% | $5,633-73.0% | $5,983-74.6% |
| Admin fee / account holder | $1,394 | $11,867-88.3% | $9,502-85.3% | $11,250-87.6% |