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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 | $44,255 | $51,638-14.3% | $129,406-65.8% | $80,959-45.3% |
| Participation rate | 56.4% | 56.9%-0.5pp | 69.6%-13.2pp | 67.7%-11.3pp |
| Annual return | 13.61% | 20.78%-7.2pp | 9468.18%-9454.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,153 | $1,584-27.2% | $4,155-72.2% | $2,757-58.2% |
| Participant deferral / active EE | $2,919 | $2,670+9.3% | $4,167-29.9% | $4,300-32.1% |
| Admin fee / account holder | $1,372 | $4,313-68.2% | $7,689-82.2% | $6,925-80.2% |