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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 | $96,088 | $61,125+57.2% | $94,057+2.2% | $87,485+9.8% |
| Participation rate | 48.3% | 64.1%-15.8pp | 73.3%-25.1pp | 68.9%-20.7pp |
| Annual return | 13.26% | 35.20%-21.9pp | 480.62%-467.4pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,812 | $2,136+31.6% | $2,933-4.1% | $2,596+8.3% |
| Participant deferral / active EE | $3,096 | $3,260-5.0% | $4,709-34.3% | $4,274-27.6% |
| Admin fee / account holder | $14,231 | $5,629+152.8% | $7,244+96.4% | $7,775+83.0% |