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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 | $107,565 | $51,638+108.3% | $68,368+57.3% | $82,448+30.5% |
| Participation rate | 27.3% | 63.6%-36.3pp | 73.8%-46.5pp | 68.1%-40.8pp |
| Annual return | 17.83% | 37.53%-19.7pp | 292.57%-274.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $489 | $2,047-76.1% | $2,649-81.5% | $2,551-80.8% |
| Participant deferral / active EE | $2,428 | $2,914-16.7% | $4,123-41.1% | $4,139-41.4% |
| Admin fee / account holder | $433 | $4,643-90.7% | $5,150-91.6% | $7,234-94.0% |