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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 | $66,011 | $53,583+23.2% | $114,563-42.4% | $64,340+2.6% |
| Participation rate | 37.1% | 47.4%-10.2pp | 72.9%-35.8pp | 55.2%-18.1pp |
| Annual return | 18.11% | 24.51%-6.4pp | 241.09%-223.0pp | 24.14%-6.0pp |
| Employer contribution / active EE | $1,569 | $1,087+44.3% | $2,592-39.5% | $1,862-15.7% |
| Participant deferral / active EE | $3,052 | $2,134+43.0% | $4,142-26.3% | $2,980+2.4% |
| Admin fee / account holder | $1,589 | $3,206-50.4% | $7,623-79.2% | $3,703-57.1% |