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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 | $102,430 | $49,896+105.3% | $80,627+27.0% | $75,173+36.3% |
| Participation rate | 40.7% | 55.3%-14.6pp | 67.0%-26.3pp | 67.2%-26.5pp |
| Annual return | 14.56% | 34.67%-20.1pp | 936.76%-922.2pp | 160.72%-146.2pp |
| Employer contribution / active EE | $627 | $1,699-63.1% | $2,723-77.0% | $2,671-76.5% |
| Participant deferral / active EE | $1,760 | $2,992-41.2% | $4,443-60.4% | $4,126-57.4% |
| Admin fee / account holder | $2,312 | $3,578-35.4% | $5,381-57.0% | $5,651-59.1% |