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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 | $82,429 | $48,314+70.6% | $67,561+22.0% | $80,925+1.9% |
| Participation rate | 42.9% | 66.4%-23.5pp | 72.9%-30.0pp | 67.7%-24.8pp |
| Annual return | 17.60% | 18.28%-0.7pp | 3525.44%-3507.8pp | 35.65%-18.1pp |
| Employer contribution / active EE | $1,029 | $2,022-49.1% | $2,735-62.4% | $2,756-62.7% |
| Participant deferral / active EE | $1,577 | $2,927-46.1% | $4,003-60.6% | $4,299-63.3% |
| Admin fee / account holder | $6,039 | $3,690+63.7% | $4,006+50.8% | $6,940-13.0% |