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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 | $29,150 | $154,228-81.1% | $145,433-80.0% | $137,256-78.8% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 26.69% | 74.59%-47.9pp | 66.58%-39.9pp | 220.34%-193.6pp |
| Employer contribution / active EE | $1,375 | $4,804-71.4% | $4,554-69.8% | $4,156-66.9% |
| Participant deferral / active EE | $4,383 | $8,216-46.7% | $7,897-44.5% | $6,407-31.6% |
| Admin fee / account holder | $668 | $14,344-95.3% | $13,129-94.9% | $12,270-94.6% |