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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 | $45,027 | $48,327-6.8% | $67,575-33.4% | $80,935-44.4% |
| Participation rate | 61.7% | 66.4%-4.7pp | 72.9%-11.2pp | 67.7%-6.0pp |
| Annual return | 15.60% | 18.31%-2.7pp | 3528.98%-3513.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,733 | $2,022-14.3% | $2,736-36.6% | $2,757-37.1% |
| Participant deferral / active EE | $1,574 | $2,927-46.2% | $4,003-60.7% | $4,299-63.4% |
| Admin fee / account holder | $1,639 | $3,692-55.6% | $3,993-59.0% | $6,924-76.3% |