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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 | $87,507 | $57,352+52.6% | $83,830+4.4% | $64,173+36.4% |
| Participation rate | 46.7% | 68.6%-21.9pp | 76.1%-29.5pp | 69.6%-22.9pp |
| Annual return | 13.82% | 11.38%+2.4pp | 850.97%-837.1pp | 7.63%+6.2pp |
| Employer contribution / active EE | $1,114 | $2,546-56.2% | $3,631-69.3% | $2,381-53.2% |
| Participant deferral / active EE | $3,042 | $2,993+1.6% | $4,082-25.5% | $3,470-12.3% |
| Admin fee / account holder | $884 | $4,046-78.1% | $5,479-83.9% | $4,887-81.9% |