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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 | $51,606-30.8% | $129,339-72.4% | $80,911-55.9% |
| Participation rate | 53.1% | 57.0%-3.8pp | 69.6%-16.5pp | 67.6%-14.5pp |
| Annual return | 11.80% | 20.76%-9.0pp | 9437.05%-9425.3pp | 35.63%-23.8pp |
| Employer contribution / active EE | $1,727 | $1,582+9.1% | $4,154-58.4% | $2,756-37.3% |
| Participant deferral / active EE | $2,913 | $2,669+9.2% | $4,170-30.1% | $4,297-32.2% |
| Admin fee / account holder | $649 | $4,310-84.9% | $7,668-91.5% | $6,935-90.6% |