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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 | $88,389 | $58,311+51.6% | $81,882+7.9% | $80,959+9.2% |
| Participation rate | 56.5% | 63.5%-7.0pp | 72.4%-15.9pp | 67.7%-11.1pp |
| Annual return | 15.99% | 41.85%-25.9pp | 779.47%-763.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,180 | $2,347-49.7% | $2,916-59.6% | $2,757-57.2% |
| Participant deferral / active EE | $2,456 | $3,287-25.3% | $4,323-43.2% | $4,300-42.9% |
| Admin fee / account holder | $3,820 | $4,752-19.6% | $7,360-48.1% | $6,925-44.8% |