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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 | $68,744 | $51,642+33.1% | $129,384-46.9% | $80,935-15.1% |
| Participation rate | 50.9% | 56.9%-6.0pp | 69.6%-18.8pp | 67.7%-16.8pp |
| Annual return | 13.83% | 20.78%-6.9pp | 9461.77%-9447.9pp | 35.66%-21.8pp |
| Employer contribution / active EE | $767 | $1,583-51.5% | $4,153-81.5% | $2,757-72.2% |
| Participant deferral / active EE | $2,510 | $2,670-6.0% | $4,166-39.7% | $4,299-41.6% |
| Admin fee / account holder | $1,428 | $4,312-66.9% | $7,686-81.4% | $6,924-79.4% |