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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 | $60,844 | $232,540-73.8% | $185,117-67.1% | $147,586-58.8% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 13.37% | 43.03%-29.7pp | 40.50%-27.1pp | 578.59%-565.2pp |
| Employer contribution / active EE | $706 | $5,195-86.4% | $4,182-83.1% | $4,876-85.5% |
| Participant deferral / active EE | $1,684 | $5,834-71.1% | $5,045-66.6% | $5,439-69.0% |
| Admin fee / account holder | $411 | $10,275-96.0% | $8,159-95.0% | $10,886-96.2% |