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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 | $65,885 | $45,343+45.3% | $150,298-56.2% | $67,986-3.1% |
| Participation rate | 33.3% | 51.9%-18.5pp | 77.8%-44.4pp | 57.2%-23.9pp |
| Annual return | 14.46% | 33.28%-18.8pp | 62.79%-48.3pp | 31.67%-17.2pp |
| Employer contribution / active EE | $1,222 | $1,462-16.4% | $4,154-70.6% | $2,019-39.5% |
| Participant deferral / active EE | $3,170 | $2,055+54.3% | $5,453-41.9% | $3,358-5.6% |
| Admin fee / account holder | $518 | $2,250-77.0% | $14,116-96.3% | $3,203-83.8% |