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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 | $49,976+58.3% | $66,674+18.6% | $82,637-4.3% |
| Participation rate | 44.8% | 63.1%-18.3pp | 73.7%-28.8pp | 68.1%-23.2pp |
| Annual return | 17.47% | 39.09%-21.6pp | 321.24%-303.8pp | 53.51%-36.0pp |
| Employer contribution / active EE | $926 | $1,988-53.4% | $2,620-64.7% | $2,552-63.7% |
| Participant deferral / active EE | $2,578 | $2,847-9.4% | $4,084-36.9% | $4,126-37.5% |
| Admin fee / account holder | $8,564 | $4,594+86.4% | $5,098+68.0% | $7,339+16.7% |