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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 | $47,942 | $48,314-0.8% | $67,561-29.0% | $80,925-40.8% |
| Participation rate | 56.3% | 66.4%-10.1pp | 72.9%-16.6pp | 67.7%-11.3pp |
| Annual return | 14.29% | 18.28%-4.0pp | 3525.44%-3511.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,644 | $2,022-18.7% | $2,735-39.9% | $2,756-40.4% |
| Participant deferral / active EE | $4,586 | $2,927+56.7% | $4,003+14.6% | $4,299+6.7% |
| Admin fee / account holder | $681 | $3,690-81.5% | $4,006-83.0% | $6,940-90.2% |