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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 | $89,877 | $53,128+69.2% | $86,582+3.8% | $70,126+28.2% |
| Participation rate | 37.5% | 65.3%-27.8pp | 73.5%-36.0pp | 69.5%-32.0pp |
| Annual return | 15.27% | 27.66%-12.4pp | 965.08%-949.8pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,230 | $2,068-40.5% | $2,839-56.7% | $2,343-47.5% |
| Participant deferral / active EE | $1,850 | $2,695-31.4% | $3,609-48.7% | $3,332-44.5% |
| Admin fee / account holder | $1,609 | $3,584-55.1% | $4,904-67.2% | $4,645-65.4% |