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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 | $76,234 | $63,346+20.3% | $92,240-17.4% | $70,126+8.7% |
| Participation rate | 51.2% | 68.7%-17.5pp | 76.5%-25.3pp | 69.5%-18.3pp |
| Annual return | 23.94% | 530.19%-506.3pp | 176.29%-152.4pp | 73.15%-49.2pp |
| Employer contribution / active EE | $1,330 | $2,471-46.2% | $3,680-63.9% | $2,343-43.2% |
| Participant deferral / active EE | $3,443 | $2,854+20.7% | $3,897-11.6% | $3,332+3.3% |
| Admin fee / account holder | $2,494 | $3,841-35.1% | $5,194-52.0% | $4,645-46.3% |