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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 | $79,642 | $51,631+54.3% | $129,397-38.5% | $80,925-1.6% |
| Participation rate | 28.6% | 56.9%-28.4pp | 69.6%-41.0pp | 67.7%-39.1pp |
| Annual return | 12.03% | 20.77%-8.7pp | 9453.98%-9441.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $871 | $1,583-45.0% | $4,154-79.0% | $2,756-68.4% |
| Participant deferral / active EE | $1,857 | $2,670-30.5% | $4,167-55.4% | $4,299-56.8% |
| Admin fee / account holder | $423 | $4,309-90.2% | $7,679-94.5% | $6,940-93.9% |