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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 | $82,969 | $48,284+71.8% | $67,524+22.9% | $80,911+2.5% |
| Participation rate | 44.2% | 66.4%-22.2pp | 72.9%-28.7pp | 67.6%-23.4pp |
| Annual return | 12.25% | 18.27%-6.0pp | 3519.41%-3507.2pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,021 | $2,021-49.5% | $2,734-62.7% | $2,756-63.0% |
| Participant deferral / active EE | $3,355 | $2,927+14.6% | $4,001-16.2% | $4,297-21.9% |
| Admin fee / account holder | $2,793 | $3,688-24.3% | $4,001-30.2% | $6,935-59.7% |