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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 | $51,932 | $211,288-75.4% | $178,540-70.9% | $145,884-64.4% |
| Participation rate | 44.4% | 80.8%-36.4pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 12.87% | 30.27%-17.4pp | 27.15%-14.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,058 | $4,574-76.9% | $3,953-73.2% | $4,662-77.3% |
| Participant deferral / active EE | $2,116 | $6,967-69.6% | $6,281-66.3% | $6,690-68.4% |
| Admin fee / account holder | $546 | $12,105-95.5% | $10,424-94.8% | $13,392-95.9% |