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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 | $79,300 | $211,239-62.5% | $178,528-55.6% | $145,877-45.6% |
| Participation rate | 52.6% | 80.8%-28.2pp | 77.1%-24.5pp | 80.3%-27.7pp |
| Annual return | 12.48% | 30.22%-17.7pp | 27.11%-14.6pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,028 | $4,570-77.5% | $3,950-74.0% | $4,663-78.0% |
| Participant deferral / active EE | $2,651 | $6,963-61.9% | $6,278-57.8% | $6,691-60.4% |
| Admin fee / account holder | $361 | $12,095-97.0% | $10,419-96.5% | $13,402-97.3% |