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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 | $74,596 | $29,736+150.9% | $56,033+33.1% | $80,935-7.8% |
| Participation rate | 43.6% | 41.7%+1.9pp | 52.5%-8.9pp | 67.7%-24.0pp |
| Annual return | 12.52% | 35.28%-22.8pp | 1711.38%-1698.9pp | 35.66%-23.1pp |
| Employer contribution / active EE | $555 | $671-17.4% | $1,041-46.7% | $2,757-79.9% |
| Participant deferral / active EE | $2,731 | $1,228+122.4% | $1,954+39.8% | $4,299-36.5% |
| Admin fee / account holder | $1,473 | $2,434-39.5% | $2,827-47.9% | $6,924-78.7% |