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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 | $56,063+43.1% | $76,051+5.5% | $80,911-0.8% |
| Participation rate | 41.1% | 62.0%-21.0pp | 69.1%-28.0pp | 67.6%-26.6pp |
| Annual return | 11.38% | 20.54%-9.2pp | 360.42%-349.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,290 | $1,874-31.2% | $2,690-52.0% | $2,756-53.2% |
| Participant deferral / active EE | $2,481 | $3,052-18.7% | $4,257-41.7% | $4,297-42.3% |
| Admin fee / account holder | $2,747 | $5,240-47.6% | $6,416-57.2% | $6,935-60.4% |