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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 | $105,115 | $51,638+103.6% | $68,368+53.7% | $82,448+27.5% |
| Participation rate | 37.8% | 63.6%-25.8pp | 73.8%-35.9pp | 68.1%-30.2pp |
| Annual return | 15.92% | 37.53%-21.6pp | 292.57%-276.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,560 | $2,047+25.1% | $2,649-3.3% | $2,551+0.4% |
| Participant deferral / active EE | $5,030 | $2,914+72.7% | $4,123+22.0% | $4,139+21.5% |
| Admin fee / account holder | $2,214 | $4,643-52.3% | $5,150-57.0% | $7,234-69.4% |