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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 | $76,791 | $51,638+48.7% | $129,406-40.7% | $80,959-5.1% |
| Participation rate | 38.2% | 56.9%-18.7pp | 69.6%-31.5pp | 67.7%-29.5pp |
| Annual return | 11.94% | 20.78%-8.8pp | 9468.18%-9456.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $897 | $1,584-43.3% | $4,155-78.4% | $2,757-67.5% |
| Participant deferral / active EE | $3,246 | $2,670+21.6% | $4,167-22.1% | $4,300-24.5% |
| Admin fee / account holder | $7,885 | $4,313+82.8% | $7,689+2.5% | $6,925+13.9% |