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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 | $51,631+69.8% | $129,397-32.2% | $80,925+8.3% |
| Participation rate | 41.4% | 56.9%-15.6pp | 69.6%-28.2pp | 67.7%-26.3pp |
| Annual return | 13.84% | 20.77%-6.9pp | 9453.98%-9440.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $2,223 | $1,583+40.4% | $4,154-46.5% | $2,756-19.3% |
| Participant deferral / active EE | $4,701 | $2,670+76.1% | $4,167+12.8% | $4,299+9.4% |
| Admin fee / account holder | $6,793 | $4,309+57.7% | $7,679-11.5% | $6,940-2.1% |