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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 | $54,806 | $51,606+6.2% | $129,339-57.6% | $80,911-32.3% |
| Participation rate | 47.9% | 57.0%-9.0pp | 69.6%-21.7pp | 67.6%-19.7pp |
| Annual return | 13.62% | 20.76%-7.1pp | 9437.05%-9423.4pp | 35.63%-22.0pp |
| Employer contribution / active EE | $1,231 | $1,582-22.2% | $4,154-70.4% | $2,756-55.3% |
| Participant deferral / active EE | $2,664 | $2,669-0.2% | $4,170-36.1% | $4,297-38.0% |
| Admin fee / account holder | $324 | $4,310-92.5% | $7,668-95.8% | $6,935-95.3% |