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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 | $44,760 | $51,638-13.3% | $129,406-65.4% | $80,959-44.7% |
| Participation rate | 55.3% | 56.9%-1.7pp | 69.6%-14.4pp | 67.7%-12.4pp |
| Annual return | 16.32% | 20.78%-4.5pp | 9468.18%-9451.9pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,424 | $1,584-10.1% | $4,155-65.7% | $2,757-48.4% |
| Participant deferral / active EE | $3,655 | $2,670+36.9% | $4,167-12.3% | $4,300-15.0% |
| Admin fee / account holder | $2,364 | $4,313-45.2% | $7,689-69.3% | $6,925-65.9% |