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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 | $75,661 | $44,425+70.3% | $67,834+11.5% | $55,167+37.1% |
| Participation rate | 43.3% | 59.7%-16.4pp | 68.8%-25.5pp | 69.0%-25.7pp |
| Annual return | 9.69% | 17.80%-8.1pp | 138.47%-128.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,680 | $1,351+24.3% | $2,403-30.1% | $1,963-14.4% |
| Participant deferral / active EE | $2,579 | $2,166+19.1% | $3,160-18.4% | $3,054-15.6% |
| Admin fee / account holder | $9,307 | $530+1654.8% | $4,622+101.3% | $504+1746.9% |