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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 | $85,381 | $48,314+76.7% | $67,561+26.4% | $80,925+5.5% |
| Participation rate | 41.4% | 66.4%-25.0pp | 72.9%-31.5pp | 67.7%-26.3pp |
| Annual return | 14.85% | 18.28%-3.4pp | 3525.44%-3510.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,323 | $2,022-34.6% | $2,735-51.6% | $2,756-52.0% |
| Participant deferral / active EE | $2,869 | $2,927-2.0% | $4,003-28.3% | $4,299-33.3% |
| Admin fee / account holder | $3,314 | $3,690-10.2% | $4,006-17.3% | $6,940-52.2% |