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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 | $32,153 | $48,327-33.5% | $67,575-52.4% | $80,935-60.3% |
| Participation rate | 63.2% | 66.4%-3.3pp | 72.9%-9.8pp | 67.7%-4.5pp |
| Annual return | 14.82% | 18.31%-3.5pp | 3528.98%-3514.2pp | 35.66%-20.8pp |
| Employer contribution / active EE | $2,082 | $2,022+2.9% | $2,736-23.9% | $2,757-24.5% |
| Participant deferral / active EE | $2,984 | $2,927+1.9% | $4,003-25.5% | $4,299-30.6% |
| Admin fee / account holder | $917 | $3,692-75.2% | $3,993-77.0% | $6,924-86.8% |