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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 | $62,815 | $51,604+21.7% | $129,295-51.4% | $80,874-22.3% |
| Participation rate | 51.8% | 57.0%-5.2pp | 69.6%-17.9pp | 67.6%-15.9pp |
| Annual return | 12.64% | 20.76%-8.1pp | 9429.28%-9416.6pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,347 | $1,585-15.0% | $4,157-67.6% | $2,756-51.1% |
| Participant deferral / active EE | $2,812 | $2,670+5.3% | $4,169-32.5% | $4,297-34.6% |
| Admin fee / account holder | $1,256 | $4,310-70.9% | $7,665-83.6% | $6,935-81.9% |