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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 | $86,871 | $59,839+45.2% | $81,991+6.0% | $79,852+8.8% |
| Participation rate | 56.3% | 61.6%-5.4pp | 69.3%-13.0pp | 69.6%-13.4pp |
| Annual return | 86.80% | 17.56%+69.2pp | 41.31%+45.5pp | 31.72%+55.1pp |
| Employer contribution / active EE | $1,146 | $1,713-33.1% | $2,498-54.1% | $2,471-53.6% |
| Participant deferral / active EE | $2,287 | $2,695-15.2% | $3,722-38.6% | $3,740-38.9% |
| Admin fee / account holder | $476 | $4,287-88.9% | $5,665-91.6% | $5,306-91.0% |