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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 | $52,656 | $51,638+2.0% | $129,406-59.3% | $80,959-35.0% |
| Participation rate | 52.9% | 56.9%-4.1pp | 69.6%-16.8pp | 67.7%-14.8pp |
| Annual return | 15.50% | 20.78%-5.3pp | 9468.18%-9452.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,221 | $1,584+40.3% | $4,155-46.5% | $2,757-19.4% |
| Participant deferral / active EE | $2,637 | $2,670-1.2% | $4,167-36.7% | $4,300-38.7% |
| Admin fee / account holder | $6,287 | $4,313+45.8% | $7,689-18.2% | $6,925-9.2% |