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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 | $57,917 | $172,111-66.3% | $150,298-61.5% | $137,256-57.8% |
| Participation rate | 46.7% | 81.7%-35.0pp | 77.8%-31.1pp | 80.0%-33.3pp |
| Annual return | 16.48% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,275 | $4,636-72.5% | $4,154-69.3% | $4,156-69.3% |
| Participant deferral / active EE | $2,704 | $6,166-56.1% | $5,453-50.4% | $6,407-57.8% |
| Admin fee / account holder | $316 | $16,471-98.1% | $14,116-97.8% | $12,270-97.4% |