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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 | $47,712 | $88,137-45.9% | $164,975-71.1% | $74,429-35.9% |
| Participation rate | 64.7% | 73.1%-8.4pp | 78.6%-13.9pp | 67.2%-2.5pp |
| Annual return | 13.99% | 17.13%-3.1pp | 70.12%-56.1pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $2,855 | $2,597+9.9% | $4,343-34.3% | $2,625+8.8% |
| Participant deferral / active EE | $7,001 | $4,501+55.6% | $6,033+16.0% | $4,348+61.0% |
| Admin fee / account holder | $1,202 | $2,231-46.2% | $12,688-90.5% | $1,944-38.2% |