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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 | $80,548 | $29,051+177.3% | $52,425+53.6% | $67,986+18.5% |
| Participation rate | 33.8% | 30.4%+3.3pp | 55.6%-21.8pp | 57.2%-23.4pp |
| Annual return | 21.88% | 24.00%-2.1pp | 302.12%-280.2pp | 31.67%-9.8pp |
| Employer contribution / active EE | $954 | $412+131.8% | $914+4.4% | $2,019-52.7% |
| Participant deferral / active EE | $2,173 | $873+148.9% | $1,790+21.3% | $3,358-35.3% |
| Admin fee / account holder | $1,866 | $2,113-11.7% | $2,495-25.2% | $3,203-41.7% |