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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 | $51,381 | $51,638-0.5% | $129,406-60.3% | $80,959-36.5% |
| Participation rate | 29.1% | 56.9%-27.8pp | 69.6%-40.5pp | 67.7%-38.6pp |
| Annual return | 13.32% | 20.78%-7.5pp | 9468.18%-9454.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $922 | $1,584-41.8% | $4,155-77.8% | $2,757-66.6% |
| Participant deferral / active EE | $2,221 | $2,670-16.8% | $4,167-46.7% | $4,300-48.4% |
| Admin fee / account holder | $2,236 | $4,313-48.2% | $7,689-70.9% | $6,925-67.7% |