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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 | $57,480 | $232,540-75.3% | $185,117-68.9% | $147,586-61.1% |
| Participation rate | 26.3% | 82.4%-56.0pp | 77.3%-50.9pp | 82.8%-56.5pp |
| Annual return | 13.85% | 43.03%-29.2pp | 40.50%-26.6pp | 578.59%-564.7pp |
| Employer contribution / active EE | $940 | $5,195-81.9% | $4,182-77.5% | $4,876-80.7% |
| Participant deferral / active EE | $1,920 | $5,834-67.1% | $5,045-62.0% | $5,439-64.7% |
| Admin fee / account holder | $1,173 | $10,275-88.6% | $8,159-85.6% | $10,886-89.2% |