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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 | $95,100 | $49,976+90.3% | $66,674+42.6% | $82,637+15.1% |
| Participation rate | 32.0% | 63.1%-31.1pp | 73.7%-41.7pp | 68.1%-36.1pp |
| Annual return | 15.49% | 39.09%-23.6pp | 321.24%-305.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $1,167 | $1,988-41.3% | $2,620-55.5% | $2,552-54.3% |
| Participant deferral / active EE | $3,768 | $2,847+32.4% | $4,084-7.7% | $4,126-8.7% |
| Admin fee / account holder | $646 | $4,594-85.9% | $5,098-87.3% | $7,339-91.2% |