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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 | $82,560 | $51,606+60.0% | $129,339-36.2% | $80,911+2.0% |
| Participation rate | 36.2% | 57.0%-20.8pp | 69.6%-33.5pp | 67.6%-31.5pp |
| Annual return | 16.35% | 20.76%-4.4pp | 9437.05%-9420.7pp | 35.63%-19.3pp |
| Employer contribution / active EE | $706 | $1,582-55.4% | $4,154-83.0% | $2,756-74.4% |
| Participant deferral / active EE | $1,325 | $2,669-50.3% | $4,170-68.2% | $4,297-69.2% |
| Admin fee / account holder | $2,698 | $4,310-37.4% | $7,668-64.8% | $6,935-61.1% |