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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 | $48,498 | $74,661-35.0% | $160,784-69.8% | $67,986-28.7% |
| Participation rate | 56.1% | 57.1%-1.1pp | 77.0%-20.9pp | 57.2%-1.1pp |
| Annual return | 16.21% | 28.83%-12.6pp | 1803.92%-1787.7pp | 31.67%-15.5pp |
| Employer contribution / active EE | $891 | $1,829-51.3% | $3,733-76.1% | $2,019-55.8% |
| Participant deferral / active EE | $2,262 | $3,681-38.6% | $6,293-64.1% | $3,358-32.6% |
| Admin fee / account holder | $2,635 | $3,959-33.5% | $9,717-72.9% | $3,203-17.7% |