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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 | $56,298 | $51,642+9.0% | $129,384-56.5% | $80,935-30.4% |
| Participation rate | 56.0% | 56.9%-0.9pp | 69.6%-13.6pp | 67.7%-11.7pp |
| Annual return | 13.63% | 20.78%-7.1pp | 9461.77%-9448.1pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,212 | $1,583+39.7% | $4,153-46.7% | $2,757-19.8% |
| Participant deferral / active EE | $4,178 | $2,670+56.5% | $4,166+0.3% | $4,299-2.8% |
| Admin fee / account holder | $597 | $4,312-86.2% | $7,686-92.2% | $6,924-91.4% |