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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 | $62,166+10.1% | $81,286-15.8% | $74,429-8.1% |
| Participation rate | 31.9% | 64.1%-32.2pp | 69.5%-37.6pp | 67.2%-35.3pp |
| Annual return | 14.41% | 16.50%-2.1pp | 24.80%-10.4pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $894 | $1,881-52.5% | $2,463-63.7% | $2,625-65.9% |
| Participant deferral / active EE | $1,744 | $3,223-45.9% | $3,883-55.1% | $4,348-59.9% |
| Admin fee / account holder | $16,529 | $1,925+758.9% | $5,764+186.8% | $1,944+750.1% |