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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 | $79,092 | $51,638+53.2% | $68,368+15.7% | $82,448-4.1% |
| Participation rate | 44.8% | 63.6%-18.8pp | 73.8%-28.9pp | 68.1%-23.2pp |
| Annual return | 17.47% | 37.53%-20.1pp | 292.57%-275.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $926 | $2,047-54.7% | $2,649-65.0% | $2,551-63.7% |
| Participant deferral / active EE | $2,578 | $2,914-11.5% | $4,123-37.5% | $4,139-37.7% |
| Admin fee / account holder | $8,564 | $4,643+84.4% | $5,150+66.3% | $7,234+18.4% |