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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 | $74,299 | $51,631+43.9% | $129,397-42.6% | $80,925-8.2% |
| Participation rate | 47.4% | 56.9%-9.6pp | 69.6%-22.3pp | 67.7%-20.3pp |
| Annual return | 12.01% | 20.77%-8.8pp | 9453.98%-9442.0pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,816 | $1,583+14.7% | $4,154-56.3% | $2,756-34.1% |
| Participant deferral / active EE | $3,912 | $2,670+46.5% | $4,167-6.1% | $4,299-9.0% |
| Admin fee / account holder | $3,231 | $4,309-25.0% | $7,679-57.9% | $6,940-53.5% |