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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 | $58,258+89.0% | $81,820+34.6% | $80,925+36.1% |
| Participation rate | 57.6% | 63.5%-5.9pp | 72.4%-14.8pp | 67.7%-10.1pp |
| Annual return | 21.02% | 41.76%-20.7pp | 777.93%-756.9pp | 35.65%-14.6pp |
| Employer contribution / active EE | $1,665 | $2,345-29.0% | $2,915-42.9% | $2,756-39.6% |
| Participant deferral / active EE | $6,098 | $3,284+85.7% | $4,323+41.1% | $4,299+41.9% |
| Admin fee / account holder | $1,646 | $4,976-66.9% | $7,391-77.7% | $6,940-76.3% |