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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 | $51,642-14.3% | $129,384-65.8% | $80,935-45.3% |
| Participation rate | 56.8% | 56.9%-0.1pp | 69.6%-12.8pp | 67.7%-10.8pp |
| Annual return | 14.76% | 20.78%-6.0pp | 9461.77%-9447.0pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,434 | $1,583-9.4% | $4,153-65.5% | $2,757-48.0% |
| Participant deferral / active EE | $5,248 | $2,670+96.6% | $4,166+26.0% | $4,299+22.1% |
| Admin fee / account holder | $893 | $4,312-79.3% | $7,686-88.4% | $6,924-87.1% |