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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 | $51,642+6.1% | $129,384-57.6% | $80,935-32.3% |
| Participation rate | 47.9% | 56.9%-9.0pp | 69.6%-21.7pp | 67.7%-19.7pp |
| Annual return | 13.62% | 20.78%-7.2pp | 9461.77%-9448.1pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,231 | $1,583-22.2% | $4,153-70.4% | $2,757-55.3% |
| Participant deferral / active EE | $2,664 | $2,670-0.2% | $4,166-36.0% | $4,299-38.0% |
| Admin fee / account holder | $324 | $4,312-92.5% | $7,686-95.8% | $6,924-95.3% |