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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 | $49,418 | $51,638-4.3% | $129,406-61.8% | $80,959-39.0% |
| Participation rate | 57.5% | 56.9%+0.6pp | 69.6%-12.1pp | 67.7%-10.1pp |
| Annual return | 12.98% | 20.78%-7.8pp | 9468.18%-9455.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $913 | $1,584-42.3% | $4,155-78.0% | $2,757-66.9% |
| Participant deferral / active EE | $2,163 | $2,670-19.0% | $4,167-48.1% | $4,300-49.7% |
| Admin fee / account holder | $1,817 | $4,313-57.9% | $7,689-76.4% | $6,925-73.8% |