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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 | $58,234+51.8% | $81,783+8.1% | $80,874+9.3% |
| Participation rate | 56.5% | 63.4%-6.9pp | 72.4%-15.8pp | 67.6%-11.1pp |
| Annual return | 15.99% | 41.70%-25.7pp | 775.05%-759.1pp | 35.62%-19.6pp |
| Employer contribution / active EE | $1,180 | $2,341-49.6% | $2,913-59.5% | $2,756-57.2% |
| Participant deferral / active EE | $2,456 | $3,283-25.2% | $4,320-43.2% | $4,297-42.9% |
| Admin fee / account holder | $3,820 | $4,982-23.3% | $7,380-48.2% | $6,935-44.9% |