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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 | $49,976+115.2% | $66,674+61.3% | $82,637+30.2% |
| Participation rate | 27.3% | 63.1%-35.8pp | 73.7%-46.4pp | 68.1%-40.8pp |
| Annual return | 17.83% | 39.09%-21.3pp | 321.24%-303.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $489 | $1,988-75.4% | $2,620-81.3% | $2,552-80.8% |
| Participant deferral / active EE | $2,428 | $2,847-14.7% | $4,084-40.6% | $4,126-41.2% |
| Admin fee / account holder | $433 | $4,594-90.6% | $5,098-91.5% | $7,339-94.1% |