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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 | $75,033 | $45,123+66.3% | $85,240-12.0% | $74,478+0.7% |
| Participation rate | 44.6% | 49.4%-4.8pp | 67.5%-23.0pp | 67.2%-22.7pp |
| Annual return | 13.24% | 26.32%-13.1pp | 66.75%-53.5pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,219 | $1,459-16.4% | $2,735-55.4% | $2,626-53.6% |
| Participant deferral / active EE | $3,289 | $2,736+20.2% | $4,527-27.3% | $4,350-24.4% |
| Admin fee / account holder | $6,865 | $2,215+210.0% | $6,165+11.4% | $1,946+252.8% |