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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 | $81,612 | $51,631+58.1% | $129,397-36.9% | $80,925+0.8% |
| Participation rate | 45.2% | 56.9%-11.8pp | 69.6%-24.5pp | 67.7%-22.5pp |
| Annual return | 12.76% | 20.77%-8.0pp | 9453.98%-9441.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,246 | $1,583-21.3% | $4,154-70.0% | $2,756-54.8% |
| Participant deferral / active EE | $3,474 | $2,670+30.1% | $4,167-16.6% | $4,299-19.2% |
| Admin fee / account holder | $10,819 | $4,309+151.1% | $7,679+40.9% | $6,940+55.9% |