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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 | $110,106 | $58,234+89.1% | $81,783+34.6% | $80,874+36.1% |
| Participation rate | 57.6% | 63.4%-5.9pp | 72.4%-14.8pp | 67.6%-10.1pp |
| Annual return | 21.02% | 41.70%-20.7pp | 775.05%-754.0pp | 35.62%-14.6pp |
| Employer contribution / active EE | $1,665 | $2,341-28.9% | $2,913-42.8% | $2,756-39.6% |
| Participant deferral / active EE | $6,098 | $3,283+85.8% | $4,320+41.2% | $4,297+41.9% |
| Admin fee / account holder | $1,646 | $4,982-67.0% | $7,380-77.7% | $6,935-76.3% |