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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 | $68,415 | $62,177+10.0% | $81,370-15.9% | $74,478-8.1% |
| Participation rate | 31.9% | 64.1%-32.2pp | 69.5%-37.6pp | 67.2%-35.3pp |
| Annual return | 14.41% | 16.62%-2.2pp | 24.85%-10.4pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $894 | $1,881-52.5% | $2,464-63.7% | $2,626-66.0% |
| Participant deferral / active EE | $1,744 | $3,219-45.8% | $3,885-55.1% | $4,350-59.9% |
| Admin fee / account holder | $16,529 | $1,927+757.9% | $5,749+187.5% | $1,946+749.5% |