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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 | $45,493 | $48,337-5.9% | $67,560-32.7% | $80,959-43.8% |
| Participation rate | 58.2% | 66.4%-8.2pp | 72.9%-14.8pp | 67.7%-9.5pp |
| Annual return | 11.49% | 18.26%-6.8pp | 3533.50%-3522.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,164 | $2,023-42.5% | $2,737-57.5% | $2,757-57.8% |
| Participant deferral / active EE | $1,054 | $2,928-64.0% | $4,004-73.7% | $4,300-75.5% |
| Admin fee / account holder | $3,841 | $3,695+3.9% | $3,994-3.8% | $6,925-44.5% |