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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 | $102,848 | $51,638+99.2% | $68,368+50.4% | $82,448+24.7% |
| Participation rate | 50.9% | 63.6%-12.7pp | 73.8%-22.8pp | 68.1%-17.2pp |
| Annual return | 24.45% | 37.53%-13.1pp | 292.57%-268.1pp | 41.64%-17.2pp |
| Employer contribution / active EE | $1,237 | $2,047-39.5% | $2,649-53.3% | $2,551-51.5% |
| Participant deferral / active EE | $1,667 | $2,914-42.8% | $4,123-59.6% | $4,139-59.7% |
| Admin fee / account holder | $6,975 | $4,643+50.2% | $5,150+35.4% | $7,234-3.6% |