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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 | $89,235 | $49,976+78.6% | $66,674+33.8% | $82,637+8.0% |
| Participation rate | 44.9% | 63.1%-18.2pp | 73.7%-28.8pp | 68.1%-23.2pp |
| Annual return | 15.10% | 39.09%-24.0pp | 321.24%-306.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $962 | $1,988-51.6% | $2,620-63.3% | $2,552-62.3% |
| Participant deferral / active EE | $4,043 | $2,847+42.0% | $4,084-1.0% | $4,126-2.0% |
| Admin fee / account holder | $9,372 | $4,594+104.0% | $5,098+83.8% | $7,339+27.7% |