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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 | $44,816 | $51,642-13.2% | $129,384-65.4% | $80,935-44.6% |
| Participation rate | 50.0% | 56.9%-6.9pp | 69.6%-19.6pp | 67.7%-17.7pp |
| Annual return | 14.21% | 20.78%-6.6pp | 9461.77%-9447.6pp | 35.66%-21.5pp |
| Employer contribution / active EE | $1,034 | $1,583-34.7% | $4,153-75.1% | $2,757-62.5% |
| Participant deferral / active EE | $3,662 | $2,670+37.2% | $4,166-12.1% | $4,299-14.8% |
| Admin fee / account holder | $980 | $4,312-77.3% | $7,686-87.3% | $6,924-85.9% |