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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 | $105,034 | $63,346+65.8% | $92,239+13.9% | $70,124+49.8% |
| Participation rate | 51.9% | 68.7%-16.8pp | 76.5%-24.6pp | 69.5%-17.7pp |
| Annual return | 22.73% | 530.19%-507.5pp | 176.29%-153.6pp | 73.14%-50.4pp |
| Employer contribution / active EE | $1,139 | $2,471-53.9% | $3,680-69.1% | $2,342-51.4% |
| Participant deferral / active EE | $3,320 | $2,854+16.4% | $3,897-14.8% | $3,332-0.3% |
| Admin fee / account holder | $2,263 | $3,841-41.1% | $5,194-56.4% | $4,645-51.3% |