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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 | $49,451 | $154,228-67.9% | $145,433-66.0% | $137,256-64.0% |
| Participation rate | 35.0% | 83.8%-48.8pp | 82.1%-47.1pp | 80.0%-45.0pp |
| Annual return | 17.83% | 74.59%-56.8pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,165 | $4,804-75.8% | $4,554-74.4% | $4,156-72.0% |
| Participant deferral / active EE | $2,883 | $8,216-64.9% | $7,897-63.5% | $6,407-55.0% |
| Admin fee / account holder | $1,646 | $14,344-88.5% | $13,129-87.5% | $12,270-86.6% |