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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 | $43,559 | $51,638-15.6% | $129,406-66.3% | $80,959-46.2% |
| Participation rate | 52.3% | 56.9%-4.7pp | 69.6%-17.4pp | 67.7%-15.4pp |
| Annual return | 12.47% | 20.78%-8.3pp | 9468.18%-9455.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,166 | $1,584-26.4% | $4,155-71.9% | $2,757-57.7% |
| Participant deferral / active EE | $3,382 | $2,670+26.7% | $4,167-18.9% | $4,300-21.4% |
| Admin fee / account holder | $9,769 | $4,313+126.5% | $7,689+27.1% | $6,925+41.1% |