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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 | $94,417 | $78,705+20.0% | $117,860-19.9% | $70,124+34.6% |
| Participation rate | 52.9% | 73.2%-20.3pp | 79.7%-26.7pp | 69.5%-16.6pp |
| Annual return | 14.99% | 23.30%-8.3pp | 335.10%-320.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,217 | $2,223-45.2% | $3,786-67.8% | $2,342-48.0% |
| Participant deferral / active EE | $2,957 | $3,297-10.3% | $4,482-34.0% | $3,332-11.2% |
| Admin fee / account holder | $16,706 | $5,065+229.8% | $8,021+108.3% | $4,645+259.6% |