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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 | $52,450+33.0% | $129,397-46.1% | $74,429-6.3% |
| Participation rate | 30.1% | 53.8%-23.7pp | 69.6%-39.5pp | 67.2%-37.1pp |
| Annual return | 16.64% | 15.65%+1.0pp | 9453.98%-9437.3pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $845 | $1,532-44.8% | $4,154-79.7% | $2,625-67.8% |
| Participant deferral / active EE | $1,292 | $2,797-53.8% | $4,167-69.0% | $4,348-70.3% |
| Admin fee / account holder | $5,444 | $2,636+106.6% | $7,679-29.1% | $1,944+180.0% |