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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 | $80,248 | $55,889+43.6% | $76,119+5.4% | $80,935-0.8% |
| Participation rate | 41.1% | 62.1%-21.0pp | 69.1%-28.0pp | 67.7%-26.6pp |
| Annual return | 11.38% | 20.58%-9.2pp | 361.25%-349.9pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,290 | $1,866-30.9% | $2,693-52.1% | $2,757-53.2% |
| Participant deferral / active EE | $2,481 | $3,051-18.7% | $4,259-41.7% | $4,299-42.3% |
| Admin fee / account holder | $2,747 | $5,241-47.6% | $6,421-57.2% | $6,924-60.3% |