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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 | $88,992 | $48,337+84.1% | $67,560+31.7% | $80,959+9.9% |
| Participation rate | 25.0% | 66.4%-41.4pp | 72.9%-47.9pp | 67.7%-42.7pp |
| Annual return | 15.79% | 18.26%-2.5pp | 3533.50%-3517.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $2,447 | $2,023+21.0% | $2,737-10.6% | $2,757-11.2% |
| Participant deferral / active EE | $2,006 | $2,928-31.5% | $4,004-49.9% | $4,300-53.4% |
| Admin fee / account holder | $584 | $3,695-84.2% | $3,994-85.4% | $6,925-91.6% |