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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 | $65,593 | $51,642+27.0% | $129,384-49.3% | $80,935-19.0% |
| Participation rate | 43.7% | 56.9%-13.2pp | 69.6%-26.0pp | 67.7%-24.0pp |
| Annual return | 13.12% | 20.78%-7.7pp | 9461.77%-9448.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $905 | $1,583-42.8% | $4,153-78.2% | $2,757-67.2% |
| Participant deferral / active EE | $2,830 | $2,670+6.0% | $4,166-32.1% | $4,299-34.2% |
| Admin fee / account holder | $3,700 | $4,312-14.2% | $7,686-51.9% | $6,924-46.6% |