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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 | $67,776 | $51,642+31.2% | $129,384-47.6% | $80,935-16.3% |
| Participation rate | 46.3% | 56.9%-10.6pp | 69.6%-23.3pp | 67.7%-21.3pp |
| Annual return | 42.39% | 20.78%+21.6pp | 9461.77%-9419.4pp | 35.66%+6.7pp |
| Employer contribution / active EE | $1,259 | $1,583-20.5% | $4,153-69.7% | $2,757-54.3% |
| Participant deferral / active EE | $4,184 | $2,670+56.7% | $4,166+0.4% | $4,299-2.7% |
| Admin fee / account holder | $1,467 | $4,312-66.0% | $7,686-80.9% | $6,924-78.8% |