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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 | $48,468 | $149,679-67.6% | $117,039-58.6% | $147,586-67.2% |
| Participation rate | 12.5% | 83.5%-71.0pp | 77.2%-64.7pp | 82.8%-70.3pp |
| Annual return | 14.66% | 19.31%-4.6pp | 18.95%-4.3pp | 578.59%-563.9pp |
| Employer contribution / active EE | $937 | $4,937-81.0% | $3,785-75.2% | $4,876-80.8% |
| Participant deferral / active EE | $1,803 | $4,912-63.3% | $3,929-54.1% | $5,439-66.8% |
| Admin fee / account holder | $3,886 | $7,856-50.5% | $5,974-35.0% | $10,886-64.3% |