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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 | $51,579 | $48,337+6.7% | $67,560-23.7% | $80,959-36.3% |
| Participation rate | 60.0% | 66.4%-6.4pp | 72.9%-12.9pp | 67.7%-7.7pp |
| Annual return | 14.11% | 18.26%-4.1pp | 3533.50%-3519.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,676 | $2,023-17.1% | $2,737-38.8% | $2,757-39.2% |
| Participant deferral / active EE | $2,902 | $2,928-0.9% | $4,004-27.5% | $4,300-32.5% |
| Admin fee / account holder | $8,487 | $3,695+129.7% | $3,994+112.5% | $6,925+22.6% |