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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 | $69,761 | $52,507+32.9% | $129,406-46.1% | $74,478-6.3% |
| Participation rate | 30.1% | 53.9%-23.8pp | 69.6%-39.5pp | 67.2%-37.1pp |
| Annual return | 16.64% | 15.64%+1.0pp | 9468.18%-9451.5pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $845 | $1,534-44.9% | $4,155-79.7% | $2,626-67.8% |
| Participant deferral / active EE | $1,292 | $2,801-53.9% | $4,167-69.0% | $4,350-70.3% |
| Admin fee / account holder | $5,444 | $2,639+106.3% | $7,689-29.2% | $1,946+179.8% |