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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 | $69,573 | $59,402+17.1% | $93,654-25.7% | $74,546-6.7% |
| Participation rate | 42.4% | 59.7%-17.3pp | 68.7%-26.3pp | 67.2%-24.8pp |
| Annual return | 12.27% | 81.86%-69.6pp | 133.34%-121.1pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $1,274 | $1,265+0.8% | $2,421-47.4% | $2,624-51.4% |
| Participant deferral / active EE | $3,482 | $3,049+14.2% | $4,413-21.1% | $4,347-19.9% |
| Admin fee / account holder | $2,640 | $3,023-12.7% | $8,282-68.1% | $1,944+35.8% |