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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 | $80,258 | $55,902+43.6% | $76,030+5.6% | $80,959-0.9% |
| Participation rate | 35.9% | 62.1%-26.2pp | 69.1%-33.2pp | 67.7%-31.8pp |
| Annual return | 22.93% | 20.59%+2.3pp | 361.54%-338.6pp | 35.67%-12.7pp |
| Employer contribution / active EE | $1,448 | $1,867-22.4% | $2,688-46.1% | $2,757-47.5% |
| Participant deferral / active EE | $2,157 | $3,051-29.3% | $4,257-49.3% | $4,300-49.8% |
| Admin fee / account holder | $5,473 | $5,239+4.5% | $6,421-14.8% | $6,925-21.0% |