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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 | $84,316 | $51,631+63.3% | $129,397-34.8% | $80,925+4.2% |
| Participation rate | 42.9% | 56.9%-14.1pp | 69.6%-26.8pp | 67.7%-24.8pp |
| Annual return | 12.29% | 20.77%-8.5pp | 9453.98%-9441.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $563 | $1,583-64.5% | $4,154-86.5% | $2,756-79.6% |
| Participant deferral / active EE | $1,062 | $2,670-60.2% | $4,167-74.5% | $4,299-75.3% |
| Admin fee / account holder | $3,013 | $4,309-30.1% | $7,679-60.8% | $6,940-56.6% |