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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 | $51,638-13.6% | $129,406-65.5% | $80,959-44.9% |
| Participation rate | 57.1% | 56.9%+0.2pp | 69.6%-12.5pp | 67.7%-10.5pp |
| Annual return | 12.54% | 20.78%-8.2pp | 9468.18%-9455.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,556 | $1,584-1.8% | $4,155-62.6% | $2,757-43.6% |
| Participant deferral / active EE | $3,042 | $2,670+13.9% | $4,167-27.0% | $4,300-29.3% |
| Admin fee / account holder | $10,201 | $4,313+136.5% | $7,689+32.7% | $6,925+47.3% |