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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 | $48,587 | $64,705-24.9% | $62,929-22.8% | $67,986-28.5% |
| Participation rate | 52.3% | 65.6%-13.3pp | 73.1%-20.8pp | 57.2%-4.9pp |
| Annual return | 18.34% | 20.31%-2.0pp | 1063.93%-1045.6pp | 31.67%-13.3pp |
| Employer contribution / active EE | $1,411 | $2,376-40.6% | $2,505-43.7% | $2,019-30.1% |
| Participant deferral / active EE | $3,442 | $3,198+7.6% | $3,888-11.5% | $3,358+2.5% |
| Admin fee / account holder | $7,121 | $1,428+398.7% | $5,065+40.6% | $3,203+122.3% |