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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 | $57,040 | $48,314+18.1% | $67,561-15.6% | $80,925-29.5% |
| Participation rate | 43.1% | 66.4%-23.3pp | 72.9%-29.8pp | 67.7%-24.6pp |
| Annual return | 15.65% | 18.28%-2.6pp | 3525.44%-3509.8pp | 35.65%-20.0pp |
| Employer contribution / active EE | $1,531 | $2,022-24.3% | $2,735-44.0% | $2,756-44.5% |
| Participant deferral / active EE | $2,778 | $2,927-5.1% | $4,003-30.6% | $4,299-35.4% |
| Admin fee / account holder | $1,924 | $3,690-47.8% | $4,006-52.0% | $6,940-72.3% |