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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 | $46,723 | $51,631-9.5% | $129,397-63.9% | $80,925-42.3% |
| Participation rate | 36.1% | 56.9%-20.8pp | 69.6%-33.5pp | 67.7%-31.5pp |
| Annual return | 15.97% | 20.77%-4.8pp | 9453.98%-9438.0pp | 35.65%-19.7pp |
| Employer contribution / active EE | $748 | $1,583-52.7% | $4,154-82.0% | $2,756-72.9% |
| Participant deferral / active EE | $2,755 | $2,670+3.2% | $4,167-33.9% | $4,299-35.9% |
| Admin fee / account holder | $4,707 | $4,309+9.2% | $7,679-38.7% | $6,940-32.2% |