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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 | $51,606+69.9% | $129,339-32.2% | $80,911+8.4% |
| Participation rate | 41.4% | 57.0%-15.6pp | 69.6%-28.3pp | 67.6%-26.3pp |
| Annual return | 13.84% | 20.76%-6.9pp | 9437.05%-9423.2pp | 35.63%-21.8pp |
| Employer contribution / active EE | $2,223 | $1,582+40.5% | $4,154-46.5% | $2,756-19.3% |
| Participant deferral / active EE | $4,701 | $2,669+76.1% | $4,170+12.7% | $4,297+9.4% |
| Admin fee / account holder | $6,793 | $4,310+57.6% | $7,668-11.4% | $6,935-2.0% |