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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 | $82,072 | $45,119+81.9% | $85,126-3.6% | $74,429+10.3% |
| Participation rate | 34.2% | 49.4%-15.1pp | 67.5%-33.3pp | 67.2%-33.0pp |
| Annual return | 25.81% | 26.28%-0.5pp | 66.63%-40.8pp | 1368.38%-1342.6pp |
| Employer contribution / active EE | $1,496 | $1,460+2.4% | $2,731-45.2% | $2,625-43.0% |
| Participant deferral / active EE | $2,563 | $2,738-6.4% | $4,523-43.3% | $4,348-41.1% |
| Admin fee / account holder | $3,313 | $2,214+49.6% | $6,160-46.2% | $1,944+70.4% |