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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 | $44,888 | $58,726-23.6% | $142,898-68.6% | $85,847-47.7% |
| Participation rate | 54.1% | 58.5%-4.4pp | 72.0%-17.9pp | 69.3%-15.3pp |
| Annual return | 14.68% | 27.73%-13.1pp | 5639.64%-5625.0pp | 318.61%-303.9pp |
| Employer contribution / active EE | $1,584 | $1,424+11.3% | $4,146-61.8% | $2,565-38.2% |
| Participant deferral / active EE | $2,531 | $2,609-3.0% | $3,838-34.1% | $3,952-36.0% |
| Admin fee / account holder | $2,084 | $4,234-50.8% | $6,560-68.2% | $6,261-66.7% |