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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 | $50,286 | $52,507-4.2% | $129,406-61.1% | $74,478-32.5% |
| Participation rate | 44.1% | 53.9%-9.8pp | 69.6%-25.6pp | 67.2%-23.1pp |
| Annual return | 16.07% | 15.64%+0.4pp | 9468.18%-9452.1pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $1,437 | $1,534-6.3% | $4,155-65.4% | $2,626-45.3% |
| Participant deferral / active EE | $2,562 | $2,801-8.5% | $4,167-38.5% | $4,350-41.1% |
| Admin fee / account holder | $3,902 | $2,639+47.9% | $7,689-49.2% | $1,946+100.6% |