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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 | $35,714 | $51,642-30.8% | $129,384-72.4% | $80,935-55.9% |
| Participation rate | 53.1% | 56.9%-3.8pp | 69.6%-16.5pp | 67.7%-14.5pp |
| Annual return | 11.80% | 20.78%-9.0pp | 9461.77%-9450.0pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,727 | $1,583+9.1% | $4,153-58.4% | $2,757-37.4% |
| Participant deferral / active EE | $2,913 | $2,670+9.1% | $4,166-30.1% | $4,299-32.2% |
| Admin fee / account holder | $649 | $4,312-84.9% | $7,686-91.6% | $6,924-90.6% |