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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 | $51,631+17.0% | $129,397-53.3% | $80,925-25.3% |
| Participation rate | 45.7% | 56.9%-11.2pp | 69.6%-23.9pp | 67.7%-21.9pp |
| Annual return | 17.36% | 20.77%-3.4pp | 9453.98%-9436.6pp | 35.65%-18.3pp |
| Employer contribution / active EE | $1,136 | $1,583-28.3% | $4,154-72.7% | $2,756-58.8% |
| Participant deferral / active EE | $2,500 | $2,670-6.4% | $4,167-40.0% | $4,299-41.8% |
| Admin fee / account holder | $711 | $4,309-83.5% | $7,679-90.7% | $6,940-89.8% |