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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 | $99,635 | $65,575+51.9% | $86,209+15.6% | $75,181+32.5% |
| Participation rate | 35.4% | 60.5%-25.1pp | 69.0%-33.5pp | 67.2%-31.8pp |
| Annual return | 16.99% | 46.07%-29.1pp | 1169.05%-1152.1pp | 160.69%-143.7pp |
| Employer contribution / active EE | $1,347 | $1,553-13.3% | $2,381-43.4% | $2,671-49.6% |
| Participant deferral / active EE | $3,333 | $3,023+10.2% | $3,986-16.4% | $4,126-19.2% |
| Admin fee / account holder | $3,819 | $5,470-30.2% | $6,853-44.3% | $5,650-32.4% |