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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 | $34,549 | $53,128-35.0% | $86,582-60.1% | $70,126-50.7% |
| Participation rate | 53.3% | 65.3%-12.0pp | 73.5%-20.2pp | 69.5%-16.2pp |
| Annual return | 16.44% | 27.66%-11.2pp | 965.08%-948.6pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,408 | $2,068-31.9% | $2,839-50.4% | $2,343-39.9% |
| Participant deferral / active EE | $3,199 | $2,695+18.7% | $3,609-11.3% | $3,332-4.0% |
| Admin fee / account holder | $5,566 | $3,584+55.3% | $4,904+13.5% | $4,645+19.8% |