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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 | $48,180 | $48,327-0.3% | $67,575-28.7% | $80,935-40.5% |
| Participation rate | 46.2% | 66.4%-20.3pp | 72.9%-26.8pp | 67.7%-21.5pp |
| Annual return | 12.13% | 18.31%-6.2pp | 3528.98%-3516.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,193 | $2,022-41.0% | $2,736-56.4% | $2,757-56.7% |
| Participant deferral / active EE | $2,066 | $2,927-29.4% | $4,003-48.4% | $4,299-51.9% |
| Admin fee / account holder | $3,812 | $3,692+3.3% | $3,993-4.5% | $6,924-44.9% |