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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 | $52,043 | $47,479+9.6% | $62,929-17.3% | $82,448-36.9% |
| Participation rate | 42.9% | 66.9%-24.0pp | 73.1%-30.3pp | 68.1%-25.2pp |
| Annual return | 14.50% | 20.34%-5.8pp | 1063.93%-1049.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,046 | $1,885-44.5% | $2,505-58.2% | $2,551-59.0% |
| Participant deferral / active EE | $2,767 | $2,870-3.6% | $3,888-28.8% | $4,139-33.1% |
| Admin fee / account holder | $4,134 | $3,804+8.7% | $5,065-18.4% | $7,234-42.9% |