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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 | $29,875 | $228,352-86.9% | $185,827-83.9% | $158,950-81.2% |
| Participation rate | 47.4% | 82.3%-34.9pp | 78.0%-30.7pp | 82.0%-34.6pp |
| Annual return | 21.75% | 40.81%-19.1pp | 35.96%-14.2pp | 302.91%-281.2pp |
| Employer contribution / active EE | $1,635 | $4,967-67.1% | $4,087-60.0% | $4,762-65.7% |
| Participant deferral / active EE | $1,741 | $6,416-72.9% | $5,633-69.1% | $5,983-70.9% |
| Admin fee / account holder | $906 | $11,867-92.4% | $9,502-90.5% | $11,248-91.9% |