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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 | $69,851 | $211,224-66.9% | $178,505-60.9% | $145,897-52.1% |
| Participation rate | 47.4% | 80.8%-33.5pp | 77.1%-29.7pp | 80.3%-32.9pp |
| Annual return | 15.31% | 30.28%-15.0pp | 27.16%-11.8pp | 552.29%-537.0pp |
| Employer contribution / active EE | $871 | $4,577-81.0% | $3,955-78.0% | $4,663-81.3% |
| Participant deferral / active EE | $2,426 | $6,966-65.2% | $6,280-61.4% | $6,689-63.7% |
| Admin fee / account holder | $1,203 | $12,109-90.1% | $10,428-88.5% | $13,390-91.0% |