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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 | $43,119 | $51,638-16.5% | $129,406-66.7% | $80,959-46.7% |
| Participation rate | 65.8% | 56.9%+8.9pp | 69.6%-3.8pp | 67.7%-1.8pp |
| Annual return | 20.43% | 20.78%-0.3pp | 9468.18%-9447.7pp | 35.67%-15.2pp |
| Employer contribution / active EE | $1,177 | $1,584-25.7% | $4,155-71.7% | $2,757-57.3% |
| Participant deferral / active EE | $1,667 | $2,670-37.6% | $4,167-60.0% | $4,300-61.2% |
| Admin fee / account holder | $6,680 | $4,313+54.9% | $7,689-13.1% | $6,925-3.5% |