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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 | $49,821 | $51,638-3.5% | $129,406-61.5% | $80,959-38.5% |
| Participation rate | 56.5% | 56.9%-0.4pp | 69.6%-13.1pp | 67.7%-11.1pp |
| Annual return | 11.94% | 20.78%-8.8pp | 9468.18%-9456.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,558 | $1,584-1.6% | $4,155-62.5% | $2,757-43.5% |
| Participant deferral / active EE | $2,975 | $2,670+11.4% | $4,167-28.6% | $4,300-30.8% |
| Admin fee / account holder | $12,392 | $4,313+187.3% | $7,689+61.2% | $6,925+78.9% |