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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 | $108,231 | $58,275+85.7% | $81,844+32.2% | $80,935+33.7% |
| Participation rate | 48.0% | 63.5%-15.5pp | 72.4%-24.4pp | 67.7%-19.7pp |
| Annual return | 12.90% | 41.82%-28.9pp | 778.87%-766.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,741 | $2,346-25.8% | $2,916-40.3% | $2,757-36.8% |
| Participant deferral / active EE | $3,149 | $3,285-4.2% | $4,323-27.2% | $4,299-26.8% |
| Admin fee / account holder | $2,087 | $4,749-56.1% | $7,355-71.6% | $6,924-69.9% |