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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 | $45,287 | $211,224-78.6% | $178,505-74.6% | $145,897-69.0% |
| Participation rate | 31.6% | 80.8%-49.2pp | 77.1%-45.5pp | 80.3%-48.7pp |
| Annual return | 16.00% | 30.28%-14.3pp | 27.16%-11.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $651 | $4,577-85.8% | $3,955-83.5% | $4,663-86.0% |
| Participant deferral / active EE | $2,017 | $6,966-71.0% | $6,280-67.9% | $6,689-69.9% |
| Admin fee / account holder | $1,795 | $12,109-85.2% | $10,428-82.8% | $13,390-86.6% |