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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 | $44,862 | $51,638-13.1% | $129,406-65.3% | $80,959-44.6% |
| Participation rate | 64.5% | 56.9%+7.6pp | 69.6%-5.1pp | 67.7%-3.2pp |
| Annual return | 12.99% | 20.78%-7.8pp | 9468.18%-9455.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,576 | $1,584-0.4% | $4,155-62.1% | $2,757-42.8% |
| Participant deferral / active EE | $3,403 | $2,670+27.4% | $4,167-18.3% | $4,300-20.9% |
| Admin fee / account holder | $6,446 | $4,313+49.4% | $7,689-16.2% | $6,925-6.9% |