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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 | $53,803 | $201,370-73.3% | $184,256-70.8% | $145,897-63.1% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 11.70% | 29.05%-17.3pp | 28.85%-17.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,699 | $7,024-75.8% | $6,427-73.6% | $4,663-63.6% |
| Participant deferral / active EE | $5,588 | $9,808-43.0% | $9,133-38.8% | $6,689-16.5% |
| Admin fee / account holder | $540 | $16,364-96.7% | $13,899-96.1% | $13,390-96.0% |