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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 | $93,907 | $22,602+315.5% | $65,583+43.2% | $75,177+24.9% |
| Participation rate | 56.0% | 63.1%-7.1pp | 65.0%-9.0pp | 67.2%-11.2pp |
| Annual return | 62.22% | 71.13%-8.9pp | 47.46%+14.8pp | 160.75%-98.5pp |
| Employer contribution / active EE | $1,957 | $941+108.0% | $1,692+15.6% | $2,671-26.7% |
| Participant deferral / active EE | $3,062 | $1,695+80.7% | $2,833+8.1% | $4,126-25.8% |
| Admin fee / account holder | $902 | $1,877-52.0% | $4,112-78.1% | $5,651-84.0% |