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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 | $48,688 | $48,327+0.7% | $67,575-27.9% | $80,935-39.8% |
| Participation rate | 36.6% | 66.4%-29.8pp | 72.9%-36.3pp | 67.7%-31.1pp |
| Annual return | 19.41% | 18.31%+1.1pp | 3528.98%-3509.6pp | 35.66%-16.2pp |
| Employer contribution / active EE | $1,207 | $2,022-40.3% | $2,736-55.9% | $2,757-56.2% |
| Participant deferral / active EE | $1,721 | $2,927-41.2% | $4,003-57.0% | $4,299-60.0% |
| Admin fee / account holder | $879 | $3,692-76.2% | $3,993-78.0% | $6,924-87.3% |