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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 | $90,944 | $51,638+76.1% | $129,406-29.7% | $80,959+12.3% |
| Participation rate | 55.3% | 56.9%-1.6pp | 69.6%-14.3pp | 67.7%-12.3pp |
| Annual return | 12.88% | 20.78%-7.9pp | 9468.18%-9455.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,221 | $1,584-22.9% | $4,155-70.6% | $2,757-55.7% |
| Participant deferral / active EE | $3,769 | $2,670+41.2% | $4,167-9.5% | $4,300-12.3% |
| Admin fee / account holder | $2,336 | $4,313-45.8% | $7,689-69.6% | $6,925-66.3% |