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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 | $71,210 | $51,631+37.9% | $129,397-45.0% | $80,925-12.0% |
| Participation rate | 34.3% | 56.9%-22.7pp | 69.6%-35.3pp | 67.7%-33.4pp |
| Annual return | 13.30% | 20.77%-7.5pp | 9453.98%-9440.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $842 | $1,583-46.8% | $4,154-79.7% | $2,756-69.4% |
| Participant deferral / active EE | $3,349 | $2,670+25.4% | $4,167-19.6% | $4,299-22.1% |
| Admin fee / account holder | $1,885 | $4,309-56.3% | $7,679-75.5% | $6,940-72.8% |