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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 | $51,606-1.9% | $129,339-60.9% | $80,911-37.5% |
| Participation rate | 36.9% | 57.0%-20.0pp | 69.6%-32.7pp | 67.6%-30.7pp |
| Annual return | 14.05% | 20.76%-6.7pp | 9437.05%-9423.0pp | 35.63%-21.6pp |
| Employer contribution / active EE | $1,050 | $1,582-33.6% | $4,154-74.7% | $2,756-61.9% |
| Participant deferral / active EE | $1,380 | $2,669-48.3% | $4,170-66.9% | $4,297-67.9% |
| Admin fee / account holder | $2,662 | $4,310-38.2% | $7,668-65.3% | $6,935-61.6% |