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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 | $51,631+76.1% | $129,397-29.7% | $80,925+12.4% |
| Participation rate | 55.3% | 56.9%-1.6pp | 69.6%-14.3pp | 67.7%-12.3pp |
| Annual return | 12.88% | 20.77%-7.9pp | 9453.98%-9441.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,221 | $1,583-22.8% | $4,154-70.6% | $2,756-55.7% |
| Participant deferral / active EE | $3,769 | $2,670+41.2% | $4,167-9.5% | $4,299-12.3% |
| Admin fee / account holder | $2,336 | $4,309-45.8% | $7,679-69.6% | $6,940-66.3% |