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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 | $58,087 | $64,705-10.2% | $62,929-7.7% | $67,986-14.6% |
| Participation rate | 44.2% | 65.6%-21.4pp | 73.1%-28.9pp | 57.2%-13.0pp |
| Annual return | 13.08% | 20.31%-7.2pp | 1063.93%-1050.8pp | 31.67%-18.6pp |
| Employer contribution / active EE | $1,096 | $2,376-53.9% | $2,505-56.2% | $2,019-45.7% |
| Participant deferral / active EE | $2,385 | $3,198-25.4% | $3,888-38.7% | $3,358-29.0% |
| Admin fee / account holder | $1,204 | $1,428-15.7% | $5,065-76.2% | $3,203-62.4% |