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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 | $84,720 | $51,638+64.1% | $68,368+23.9% | $82,448+2.8% |
| Participation rate | 32.6% | 63.6%-31.0pp | 73.8%-41.1pp | 68.1%-35.5pp |
| Annual return | 16.77% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $911 | $2,047-55.5% | $2,649-65.6% | $2,551-64.3% |
| Participant deferral / active EE | $2,453 | $2,914-15.8% | $4,123-40.5% | $4,139-40.7% |
| Admin fee / account holder | $3,421 | $4,643-26.3% | $5,150-33.6% | $7,234-52.7% |