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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 | $68,044 | $45,626+49.1% | $94,105-27.7% | $64,097+6.2% |
| Participation rate | 44.9% | 48.0%-3.1pp | 71.9%-27.0pp | 55.2%-10.3pp |
| Annual return | 20.00% | 28.23%-8.2pp | 204.55%-184.6pp | 34.64%-14.6pp |
| Employer contribution / active EE | $1,883 | $1,171+60.8% | $2,504-24.8% | $1,891-0.4% |
| Participant deferral / active EE | $3,311 | $2,128+55.6% | $3,881-14.7% | $3,080+7.5% |
| Admin fee / account holder | $12,587 | $2,872+338.2% | $6,199+103.0% | $3,454+264.4% |