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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 | $72,796 | $46,877+55.3% | $122,354-40.5% | $70,126+3.8% |
| Participation rate | 33.9% | 58.2%-24.3pp | 71.6%-37.8pp | 69.5%-35.7pp |
| Annual return | 13.57% | 24.22%-10.7pp | 30.28%-16.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $407 | $1,288-68.4% | $4,051-90.0% | $2,343-82.6% |
| Participant deferral / active EE | $2,350 | $2,167+8.4% | $3,287-28.5% | $3,332-29.5% |
| Admin fee / account holder | $17,099 | $3,324+414.4% | $5,479+212.1% | $4,645+268.1% |