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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 | $116,012 | $51,638+124.7% | $68,368+69.7% | $82,448+40.7% |
| Participation rate | 36.7% | 63.6%-26.9pp | 73.8%-37.1pp | 68.1%-31.4pp |
| Annual return | 15.35% | 37.53%-22.2pp | 292.57%-277.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,303 | $2,047-36.3% | $2,649-50.8% | $2,551-48.9% |
| Participant deferral / active EE | $2,865 | $2,914-1.7% | $4,123-30.5% | $4,139-30.8% |
| Admin fee / account holder | $3,004 | $4,643-35.3% | $5,150-41.7% | $7,234-58.5% |