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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 | $46,841 | $51,631-9.3% | $129,397-63.8% | $80,925-42.1% |
| Participation rate | 47.7% | 56.9%-9.3pp | 69.6%-21.9pp | 67.7%-20.0pp |
| Annual return | 13.17% | 20.77%-7.6pp | 9453.98%-9440.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $884 | $1,583-44.2% | $4,154-78.7% | $2,756-67.9% |
| Participant deferral / active EE | $2,657 | $2,670-0.5% | $4,167-36.3% | $4,299-38.2% |
| Admin fee / account holder | $1,756 | $4,309-59.3% | $7,679-77.1% | $6,940-74.7% |