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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 | $55,132 | $47,479+16.1% | $62,929-12.4% | $82,448-33.1% |
| Participation rate | 46.9% | 66.9%-20.0pp | 73.1%-26.2pp | 68.1%-21.2pp |
| Annual return | 12.94% | 20.34%-7.4pp | 1063.93%-1051.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $972 | $1,885-48.4% | $2,505-61.2% | $2,551-61.9% |
| Participant deferral / active EE | $2,704 | $2,870-5.8% | $3,888-30.5% | $4,139-34.7% |
| Admin fee / account holder | $643 | $3,804-83.1% | $5,065-87.3% | $7,234-91.1% |