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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 | $43,540 | $48,337-9.9% | $67,560-35.6% | $80,959-46.2% |
| Participation rate | 50.6% | 66.4%-15.8pp | 72.9%-22.3pp | 67.7%-17.1pp |
| Annual return | 13.52% | 18.26%-4.7pp | 3533.50%-3520.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $867 | $2,023-57.1% | $2,737-68.3% | $2,757-68.5% |
| Participant deferral / active EE | $3,620 | $2,928+23.6% | $4,004-9.6% | $4,300-15.8% |
| Admin fee / account holder | $3,736 | $3,695+1.1% | $3,994-6.5% | $6,925-46.1% |