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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 | $52,147 | $48,337+7.9% | $67,560-22.8% | $80,959-35.6% |
| Participation rate | 42.3% | 66.4%-24.2pp | 72.9%-30.7pp | 67.7%-25.4pp |
| Annual return | 14.37% | 18.26%-3.9pp | 3533.50%-3519.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,034 | $2,023-48.9% | $2,737-62.2% | $2,757-62.5% |
| Participant deferral / active EE | $2,718 | $2,928-7.2% | $4,004-32.1% | $4,300-36.8% |
| Admin fee / account holder | $9,882 | $3,695+167.4% | $3,994+147.4% | $6,925+42.7% |