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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 | $75,593 | $51,642+46.4% | $129,384-41.6% | $80,935-6.6% |
| Participation rate | 32.9% | 56.9%-24.0pp | 69.6%-36.7pp | 67.7%-34.7pp |
| Annual return | 13.43% | 20.78%-7.4pp | 9461.77%-9448.3pp | 35.66%-22.2pp |
| Employer contribution / active EE | $945 | $1,583-40.3% | $4,153-77.2% | $2,757-65.7% |
| Participant deferral / active EE | $2,970 | $2,670+11.3% | $4,166-28.7% | $4,299-30.9% |
| Admin fee / account holder | $15,302 | $4,312+254.9% | $7,686+99.1% | $6,924+121.0% |