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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 | $92,398 | $49,896+85.2% | $80,627+14.6% | $75,173+22.9% |
| Participation rate | 43.2% | 55.3%-12.1pp | 67.0%-23.8pp | 67.2%-24.0pp |
| Annual return | 16.32% | 34.67%-18.4pp | 936.76%-920.4pp | 160.72%-144.4pp |
| Employer contribution / active EE | $988 | $1,699-41.8% | $2,723-63.7% | $2,671-63.0% |
| Participant deferral / active EE | $2,455 | $2,992-17.9% | $4,443-44.7% | $4,126-40.5% |
| Admin fee / account holder | $6,072 | $3,578+69.7% | $5,381+12.8% | $5,651+7.5% |