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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 | $168,443 | $81,208+107.4% | $98,916+70.3% | $79,858+110.9% |
| Participation rate | 48.3% | 72.5%-24.2pp | 76.0%-27.8pp | 69.6%-21.4pp |
| Annual return | 16.93% | 60.99%-44.1pp | 196.45%-179.5pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,100 | $1,960-43.9% | $2,689-59.1% | $2,471-55.5% |
| Participant deferral / active EE | $2,846 | $3,265-12.8% | $4,245-32.9% | $3,740-23.9% |
| Admin fee / account holder | $3,643 | $6,013-39.4% | $6,642-45.2% | $5,306-31.3% |