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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 | $53,174 | $47,479+12.0% | $62,929-15.5% | $82,448-35.5% |
| Participation rate | 60.6% | 66.9%-6.3pp | 73.1%-12.5pp | 68.1%-7.5pp |
| Annual return | 14.94% | 20.34%-5.4pp | 1063.93%-1049.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,752 | $1,885-7.1% | $2,505-30.0% | $2,551-31.3% |
| Participant deferral / active EE | $3,385 | $2,870+17.9% | $3,888-12.9% | $4,139-18.2% |
| Admin fee / account holder | $9,446 | $3,804+148.3% | $5,065+86.5% | $7,234+30.6% |