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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 | $44,622 | $51,604-13.5% | $129,295-65.5% | $80,874-44.8% |
| Participation rate | 57.1% | 57.0%+0.2pp | 69.6%-12.5pp | 67.6%-10.5pp |
| Annual return | 12.54% | 20.76%-8.2pp | 9429.28%-9416.7pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,556 | $1,585-1.8% | $4,157-62.6% | $2,756-43.5% |
| Participant deferral / active EE | $3,042 | $2,670+13.9% | $4,169-27.0% | $4,297-29.2% |
| Admin fee / account holder | $10,201 | $4,310+136.7% | $7,665+33.1% | $6,935+47.1% |