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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 | $50,605 | $51,631-2.0% | $129,397-60.9% | $80,925-37.5% |
| Participation rate | 36.9% | 56.9%-20.0pp | 69.6%-32.7pp | 67.7%-30.7pp |
| Annual return | 14.05% | 20.77%-6.7pp | 9453.98%-9439.9pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,050 | $1,583-33.7% | $4,154-74.7% | $2,756-61.9% |
| Participant deferral / active EE | $1,380 | $2,670-48.3% | $4,167-66.9% | $4,299-67.9% |
| Admin fee / account holder | $2,662 | $4,309-38.2% | $7,679-65.3% | $6,940-61.6% |