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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 | $54,210 | $51,638+5.0% | $129,406-58.1% | $80,959-33.0% |
| Participation rate | 42.4% | 56.9%-14.5pp | 69.6%-27.2pp | 67.7%-25.2pp |
| Annual return | 16.16% | 20.78%-4.6pp | 9468.18%-9452.0pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,237 | $1,584-21.9% | $4,155-70.2% | $2,757-55.1% |
| Participant deferral / active EE | $3,057 | $2,670+14.5% | $4,167-26.7% | $4,300-28.9% |
| Admin fee / account holder | $806 | $4,313-81.3% | $7,689-89.5% | $6,925-88.4% |