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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 | $87,668 | $51,638+69.8% | $129,406-32.3% | $80,959+8.3% |
| Participation rate | 41.4% | 56.9%-15.6pp | 69.6%-28.3pp | 67.7%-26.3pp |
| Annual return | 13.84% | 20.78%-6.9pp | 9468.18%-9454.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,223 | $1,584+40.4% | $4,155-46.5% | $2,757-19.4% |
| Participant deferral / active EE | $4,701 | $2,670+76.1% | $4,167+12.8% | $4,300+9.3% |
| Admin fee / account holder | $6,793 | $4,313+57.5% | $7,689-11.6% | $6,925-1.9% |