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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 | $60,431 | $51,638+17.0% | $129,406-53.3% | $80,959-25.4% |
| Participation rate | 45.7% | 56.9%-11.2pp | 69.6%-23.9pp | 67.7%-22.0pp |
| Annual return | 17.36% | 20.78%-3.4pp | 9468.18%-9450.8pp | 35.67%-18.3pp |
| Employer contribution / active EE | $1,136 | $1,584-28.3% | $4,155-72.7% | $2,757-58.8% |
| Participant deferral / active EE | $2,500 | $2,670-6.4% | $4,167-40.0% | $4,300-41.9% |
| Admin fee / account holder | $711 | $4,313-83.5% | $7,689-90.7% | $6,925-89.7% |