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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 | $54,619 | $202,440-73.0% | $169,390-67.8% | $139,466-60.8% |
| Participation rate | 47.4% | 81.1%-33.7pp | 77.2%-29.8pp | 80.3%-33.0pp |
| Annual return | 17.94% | 532.36%-514.4pp | 406.07%-388.1pp | 373.66%-355.7pp |
| Employer contribution / active EE | $700 | $4,693-85.1% | $4,013-82.6% | $4,754-85.3% |
| Participant deferral / active EE | $1,936 | $6,940-72.1% | $6,222-68.9% | $6,712-71.1% |
| Admin fee / account holder | $741 | $10,722-93.1% | $9,015-91.8% | $11,409-93.5% |