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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 | $92,051 | $56,894+61.8% | $84,753+8.6% | $62,881+46.4% |
| Participation rate | 25.9% | 68.5%-42.6pp | 76.6%-50.7pp | 69.3%-43.4pp |
| Annual return | 70.57% | 6.30%+64.3pp | 22.78%+47.8pp | 20.14%+50.4pp |
| Employer contribution / active EE | $1,165 | $2,400-51.5% | $3,574-67.4% | $2,281-48.9% |
| Participant deferral / active EE | $2,892 | $2,709+6.7% | $3,712-22.1% | $3,203-9.7% |
| Admin fee / account holder | $1,545 | $3,581-56.8% | $5,333-71.0% | $4,296-64.0% |