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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 | $77,855 | $51,606+50.9% | $129,339-39.8% | $80,911-3.8% |
| Participation rate | 39.6% | 57.0%-17.3pp | 69.6%-30.0pp | 67.6%-28.0pp |
| Annual return | 14.00% | 20.76%-6.8pp | 9437.05%-9423.0pp | 35.63%-21.6pp |
| Employer contribution / active EE | $361 | $1,582-77.2% | $4,154-91.3% | $2,756-86.9% |
| Participant deferral / active EE | $1,116 | $2,669-58.2% | $4,170-73.2% | $4,297-74.0% |
| Admin fee / account holder | $1,670 | $4,310-61.3% | $7,668-78.2% | $6,935-75.9% |