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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 | $63,257 | $48,337+30.9% | $67,560-6.4% | $80,959-21.9% |
| Participation rate | 34.5% | 66.4%-31.9pp | 72.9%-38.4pp | 67.7%-33.2pp |
| Annual return | 14.52% | 18.26%-3.7pp | 3533.50%-3519.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $562 | $2,023-72.2% | $2,737-79.5% | $2,757-79.6% |
| Participant deferral / active EE | $2,236 | $2,928-23.6% | $4,004-44.2% | $4,300-48.0% |
| Admin fee / account holder | $1,825 | $3,695-50.6% | $3,994-54.3% | $6,925-73.6% |