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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 | $81,742 | $64,705+26.3% | $62,929+29.9% | $67,986+20.2% |
| Participation rate | 55.4% | 65.6%-10.2pp | 73.1%-17.7pp | 57.2%-1.8pp |
| Annual return | 15.82% | 20.31%-4.5pp | 1063.93%-1048.1pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,071 | $2,376-54.9% | $2,505-57.2% | $2,019-46.9% |
| Participant deferral / active EE | $4,299 | $3,198+34.4% | $3,888+10.6% | $3,358+28.0% |
| Admin fee / account holder | $2,213 | $1,428+55.0% | $5,065-56.3% | $3,203-30.9% |