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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 | $79,727 | $51,638+54.4% | $129,406-38.4% | $80,959-1.5% |
| Participation rate | 39.0% | 56.9%-17.9pp | 69.6%-30.6pp | 67.7%-28.6pp |
| Annual return | 11.28% | 20.78%-9.5pp | 9468.18%-9456.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,074 | $1,584+30.9% | $4,155-50.1% | $2,757-24.8% |
| Participant deferral / active EE | $2,848 | $2,670+6.7% | $4,167-31.7% | $4,300-33.8% |
| Admin fee / account holder | $3,388 | $4,313-21.5% | $7,689-55.9% | $6,925-51.1% |