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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 | $91,989 | $51,638+78.1% | $68,368+34.6% | $82,448+11.6% |
| Participation rate | 52.8% | 63.6%-10.8pp | 73.8%-21.0pp | 68.1%-15.3pp |
| Annual return | 17.04% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,308 | $2,047+61.6% | $2,649+24.9% | $2,551+29.7% |
| Participant deferral / active EE | $4,710 | $2,914+61.7% | $4,123+14.2% | $4,139+13.8% |
| Admin fee / account holder | $696 | $4,643-85.0% | $5,150-86.5% | $7,234-90.4% |