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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 | $87,565 | $48,364+81.1% | $71,796+22.0% | $62,881+39.3% |
| Participation rate | 43.8% | 60.6%-16.9pp | 69.1%-25.4pp | 69.3%-25.6pp |
| Annual return | 4.90% | 13.16%-8.3pp | 78.04%-73.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $4,418 | $1,042+324.0% | $1,924+129.6% | $2,281+93.7% |
| Participant deferral / active EE | $3,252 | $2,091+55.5% | $2,794+16.4% | $3,203+1.5% |
| Admin fee / account holder | $1,133 | $3,771-70.0% | $4,815-76.5% | $4,296-73.6% |