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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 | $29,959 | $48,337-38.0% | $67,560-55.7% | $80,959-63.0% |
| Participation rate | 52.9% | 66.4%-13.5pp | 72.9%-20.0pp | 67.7%-14.7pp |
| Annual return | 13.20% | 18.26%-5.1pp | 3533.50%-3520.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $2,078 | $2,023+2.7% | $2,737-24.1% | $2,757-24.6% |
| Participant deferral / active EE | $4,761 | $2,928+62.6% | $4,004+18.9% | $4,300+10.7% |
| Admin fee / account holder | $1,158 | $3,695-68.7% | $3,994-71.0% | $6,925-83.3% |