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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 | $51,642+37.9% | $129,384-45.0% | $80,935-12.0% |
| Participation rate | 34.3% | 56.9%-22.6pp | 69.6%-35.3pp | 67.7%-33.4pp |
| Annual return | 13.30% | 20.78%-7.5pp | 9461.77%-9448.5pp | 35.66%-22.4pp |
| Employer contribution / active EE | $842 | $1,583-46.8% | $4,153-79.7% | $2,757-69.4% |
| Participant deferral / active EE | $3,349 | $2,670+25.4% | $4,166-19.6% | $4,299-22.1% |
| Admin fee / account holder | $1,885 | $4,312-56.3% | $7,686-75.5% | $6,924-72.8% |