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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 | $51,631+43.8% | $129,397-42.6% | $80,925-8.3% |
| Participation rate | 35.8% | 56.9%-21.1pp | 69.6%-33.8pp | 67.7%-31.8pp |
| Annual return | 13.73% | 20.77%-7.0pp | 9453.98%-9440.3pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,142 | $1,583-27.9% | $4,154-72.5% | $2,756-58.6% |
| Participant deferral / active EE | $2,737 | $2,670+2.5% | $4,167-34.3% | $4,299-36.3% |
| Admin fee / account holder | $4,584 | $4,309+6.4% | $7,679-40.3% | $6,940-33.9% |