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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 | $91,522 | $57,590+58.9% | $86,233+6.1% | $82,448+11.0% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 48.18% | 22.41%+25.8pp | 61.39%-13.2pp | 41.64%+6.5pp |
| Employer contribution / active EE | $1,017 | $1,655-38.6% | $2,504-59.4% | $2,551-60.1% |
| Participant deferral / active EE | $2,711 | $3,080-12.0% | $4,559-40.5% | $4,139-34.5% |
| Admin fee / account holder | $26,922 | $4,730+469.1% | $8,342+222.7% | $7,234+272.1% |