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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 | $104,358 | $65,566+59.2% | $86,200+21.1% | $75,173+38.8% |
| Participation rate | 22.2% | 60.5%-38.3pp | 69.0%-46.7pp | 67.2%-45.0pp |
| Annual return | 19.97% | 46.06%-26.1pp | 1168.58%-1148.6pp | 160.65%-140.7pp |
| Employer contribution / active EE | $787 | $1,553-49.3% | $2,381-67.0% | $2,670-70.5% |
| Participant deferral / active EE | $3,002 | $3,024-0.7% | $3,986-24.7% | $4,126-27.2% |
| Admin fee / account holder | $5,309 | $5,475-3.0% | $6,853-22.5% | $5,651-6.1% |