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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 | $39,270 | $64,705-39.3% | $62,929-37.6% | $67,986-42.2% |
| Participation rate | 51.7% | 65.6%-13.9pp | 73.1%-21.4pp | 57.2%-5.5pp |
| Annual return | 19.23% | 20.31%-1.1pp | 1063.93%-1044.7pp | 31.67%-12.4pp |
| Employer contribution / active EE | $2,422 | $2,376+1.9% | $2,505-3.3% | $2,019+20.0% |
| Participant deferral / active EE | $3,641 | $3,198+13.9% | $3,888-6.3% | $3,358+8.4% |
| Admin fee / account holder | $3,032 | $1,428+112.3% | $5,065-40.1% | $3,203-5.3% |