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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 | $44,279 | $51,638-14.2% | $129,406-65.8% | $80,959-45.3% |
| Participation rate | 56.8% | 56.9%-0.1pp | 69.6%-12.8pp | 67.7%-10.8pp |
| Annual return | 14.76% | 20.78%-6.0pp | 9468.18%-9453.4pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,434 | $1,584-9.5% | $4,155-65.5% | $2,757-48.0% |
| Participant deferral / active EE | $5,248 | $2,670+96.6% | $4,167+25.9% | $4,300+22.0% |
| Admin fee / account holder | $893 | $4,313-79.3% | $7,689-88.4% | $6,925-87.1% |