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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 | $35,281 | $51,642-31.7% | $129,384-72.7% | $80,935-56.4% |
| Participation rate | 45.1% | 56.9%-11.9pp | 69.6%-24.6pp | 67.7%-22.6pp |
| Annual return | 13.51% | 20.78%-7.3pp | 9461.77%-9448.3pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,205 | $1,583-23.9% | $4,153-71.0% | $2,757-56.3% |
| Participant deferral / active EE | $2,968 | $2,670+11.2% | $4,166-28.7% | $4,299-31.0% |
| Admin fee / account holder | $2,192 | $4,312-49.1% | $7,686-71.5% | $6,924-68.3% |