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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 | $47,843 | $48,337-1.0% | $67,560-29.2% | $80,959-40.9% |
| Participation rate | 67.5% | 66.4%+1.1pp | 72.9%-5.4pp | 67.7%-0.2pp |
| Annual return | 14.03% | 18.26%-4.2pp | 3533.50%-3519.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,103 | $2,023-45.5% | $2,737-59.7% | $2,757-60.0% |
| Participant deferral / active EE | $1,622 | $2,928-44.6% | $4,004-59.5% | $4,300-62.3% |
| Admin fee / account holder | $1,562 | $3,695-57.7% | $3,994-60.9% | $6,925-77.4% |