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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 | $68,495 | $51,606+32.7% | $129,339-47.0% | $80,911-15.3% |
| Participation rate | 38.8% | 57.0%-18.2pp | 69.6%-30.9pp | 67.6%-28.9pp |
| Annual return | 16.17% | 20.76%-4.6pp | 9437.05%-9420.9pp | 35.63%-19.5pp |
| Employer contribution / active EE | $972 | $1,582-38.6% | $4,154-76.6% | $2,756-64.7% |
| Participant deferral / active EE | $1,679 | $2,669-37.1% | $4,170-59.7% | $4,297-60.9% |
| Admin fee / account holder | $8,404 | $4,310+95.0% | $7,668+9.6% | $6,935+21.2% |