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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 | $51,638+84.2% | $68,368+39.1% | $82,448+15.3% |
| Participation rate | 32.0% | 63.6%-31.6pp | 73.8%-41.8pp | 68.1%-36.1pp |
| Annual return | 15.49% | 37.53%-22.0pp | 292.57%-277.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,167 | $2,047-43.0% | $2,649-55.9% | $2,551-54.3% |
| Participant deferral / active EE | $3,768 | $2,914+29.3% | $4,123-8.6% | $4,139-9.0% |
| Admin fee / account holder | $646 | $4,643-86.1% | $5,150-87.5% | $7,234-91.1% |