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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 | $51,691 | $51,638+0.1% | $129,406-60.1% | $80,959-36.2% |
| Participation rate | 49.0% | 56.9%-8.0pp | 69.6%-20.7pp | 67.7%-18.7pp |
| Annual return | 17.83% | 20.78%-3.0pp | 9468.18%-9450.3pp | 35.67%-17.8pp |
| Employer contribution / active EE | $1,331 | $1,584-15.9% | $4,155-68.0% | $2,757-51.7% |
| Participant deferral / active EE | $2,296 | $2,670-14.0% | $4,167-44.9% | $4,300-46.6% |
| Admin fee / account holder | $1,463 | $4,313-66.1% | $7,689-81.0% | $6,925-78.9% |