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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 | $84,765 | $51,631+64.2% | $129,397-34.5% | $80,925+4.7% |
| Participation rate | 59.3% | 56.9%+2.3pp | 69.6%-10.4pp | 67.7%-8.4pp |
| Annual return | 12.10% | 20.77%-8.7pp | 9453.98%-9441.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,273 | $1,583-19.6% | $4,154-69.3% | $2,756-53.8% |
| Participant deferral / active EE | $3,351 | $2,670+25.5% | $4,167-19.6% | $4,299-22.1% |
| Admin fee / account holder | $5,945 | $4,309+38.0% | $7,679-22.6% | $6,940-14.3% |