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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 | $74,248 | $51,638+43.8% | $129,406-42.6% | $80,959-8.3% |
| Participation rate | 35.8% | 56.9%-21.1pp | 69.6%-33.8pp | 67.7%-31.8pp |
| Annual return | 13.73% | 20.78%-7.1pp | 9468.18%-9454.5pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,142 | $1,584-27.9% | $4,155-72.5% | $2,757-58.6% |
| Participant deferral / active EE | $2,737 | $2,670+2.5% | $4,167-34.3% | $4,300-36.3% |
| Admin fee / account holder | $4,584 | $4,313+6.3% | $7,689-40.4% | $6,925-33.8% |