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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 | $51,841 | $47,479+9.2% | $62,929-17.6% | $82,448-37.1% |
| Participation rate | 37.0% | 66.9%-29.9pp | 73.1%-36.2pp | 68.1%-31.1pp |
| Annual return | 16.18% | 20.34%-4.2pp | 1063.93%-1047.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,891 | $1,885+0.3% | $2,505-24.5% | $2,551-25.9% |
| Participant deferral / active EE | $3,172 | $2,870+10.5% | $3,888-18.4% | $4,139-23.4% |
| Admin fee / account holder | $10,842 | $3,804+185.0% | $5,065+114.1% | $7,234+49.9% |