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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 | $75,268 | $49,976+50.6% | $66,674+12.9% | $82,637-8.9% |
| Participation rate | 55.2% | 63.1%-7.9pp | 73.7%-18.5pp | 68.1%-12.9pp |
| Annual return | 15.59% | 39.09%-23.5pp | 321.24%-305.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,380 | $1,988-30.6% | $2,620-47.3% | $2,552-45.9% |
| Participant deferral / active EE | $1,879 | $2,847-34.0% | $4,084-54.0% | $4,126-54.5% |
| Admin fee / account holder | $2,249 | $4,594-51.0% | $5,098-55.9% | $7,339-69.3% |