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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 | $36,522 | $209,336-82.6% | $197,124-81.5% | $137,256-73.4% |
| Participation rate | 39.1% | 87.3%-48.2pp | 86.7%-47.6pp | 80.0%-40.8pp |
| Annual return | 23.63% | 48.09%-24.5pp | 44.34%-20.7pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,422 | $6,591-78.4% | $6,227-77.2% | $4,156-65.8% |
| Participant deferral / active EE | $3,330 | $9,614-65.4% | $9,135-63.5% | $6,407-48.0% |
| Admin fee / account holder | $2,249 | $17,308-87.0% | $16,298-86.2% | $12,270-81.7% |