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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 | $51,631-13.6% | $129,397-65.5% | $80,925-44.9% |
| Participation rate | 57.1% | 56.9%+0.2pp | 69.6%-12.5pp | 67.7%-10.5pp |
| Annual return | 12.54% | 20.77%-8.2pp | 9453.98%-9441.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,556 | $1,583-1.7% | $4,154-62.6% | $2,756-43.6% |
| Participant deferral / active EE | $3,042 | $2,670+13.9% | $4,167-27.0% | $4,299-29.2% |
| Admin fee / account holder | $10,201 | $4,309+136.7% | $7,679+32.9% | $6,940+47.0% |