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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 | $104,899 | $51,642+103.1% | $129,384-18.9% | $80,935+29.6% |
| Participation rate | 52.1% | 56.9%-4.9pp | 69.6%-17.6pp | 67.7%-15.6pp |
| Annual return | 15.44% | 20.78%-5.3pp | 9461.77%-9446.3pp | 35.66%-20.2pp |
| Employer contribution / active EE | $1,207 | $1,583-23.8% | $4,153-70.9% | $2,757-56.2% |
| Participant deferral / active EE | $3,195 | $2,670+19.7% | $4,166-23.3% | $4,299-25.7% |
| Admin fee / account holder | $1,748 | $4,312-59.5% | $7,686-77.3% | $6,924-74.8% |