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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 | $93,891 | $51,638+81.8% | $68,368+37.3% | $82,448+13.9% |
| Participation rate | 51.4% | 63.6%-12.3pp | 73.8%-22.4pp | 68.1%-16.7pp |
| Annual return | 15.76% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,019 | $2,047-1.3% | $2,649-23.8% | $2,551-20.8% |
| Participant deferral / active EE | $4,453 | $2,914+52.8% | $4,123+8.0% | $4,139+7.6% |
| Admin fee / account holder | $3,537 | $4,643-23.8% | $5,150-31.3% | $7,234-51.1% |