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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 | $59,557 | $161,352-63.1% | $134,172-55.6% | $137,256-56.6% |
| Participation rate | 30.8% | 78.3%-47.5pp | 72.5%-41.7pp | 80.0%-49.2pp |
| Annual return | 17.17% | 28.72%-11.5pp | 25.30%-8.1pp | 220.34%-203.2pp |
| Employer contribution / active EE | $871 | $4,099-78.8% | $3,420-74.5% | $4,156-79.1% |
| Participant deferral / active EE | $1,398 | $5,552-74.8% | $4,690-70.2% | $6,407-78.2% |
| Admin fee / account holder | $832 | $15,028-94.5% | $12,016-93.1% | $12,270-93.2% |