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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 | $48,264 | $48,327-0.1% | $67,575-28.6% | $80,935-40.4% |
| Participation rate | 59.4% | 66.4%-7.0pp | 72.9%-13.5pp | 67.7%-8.3pp |
| Annual return | 16.40% | 18.31%-1.9pp | 3528.98%-3512.6pp | 35.66%-19.3pp |
| Employer contribution / active EE | $2,166 | $2,022+7.1% | $2,736-20.8% | $2,757-21.4% |
| Participant deferral / active EE | $3,997 | $2,927+36.5% | $4,003-0.2% | $4,299-7.0% |
| Admin fee / account holder | $2,542 | $3,692-31.2% | $3,993-36.3% | $6,924-63.3% |