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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 | $87,204 | $29,733+193.3% | $56,025+55.7% | $80,959+7.7% |
| Participation rate | 38.7% | 41.7%-3.0pp | 52.5%-13.8pp | 67.7%-29.0pp |
| Annual return | 11.13% | 35.28%-24.2pp | 1712.69%-1701.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $742 | $672+10.4% | $1,042-28.8% | $2,757-73.1% |
| Participant deferral / active EE | $2,157 | $1,229+75.4% | $1,955+10.3% | $4,300-49.9% |
| Admin fee / account holder | $1,545 | $2,434-36.5% | $2,828-45.4% | $6,925-77.7% |