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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 | $91,396 | $49,976+82.9% | $66,674+37.1% | $82,637+10.6% |
| Participation rate | 42.9% | 63.1%-20.2pp | 73.7%-30.8pp | 68.1%-25.2pp |
| Annual return | 15.48% | 39.09%-23.6pp | 321.24%-305.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $561 | $1,988-71.8% | $2,620-78.6% | $2,552-78.0% |
| Participant deferral / active EE | $2,650 | $2,847-6.9% | $4,084-35.1% | $4,126-35.8% |
| Admin fee / account holder | $1,641 | $4,594-64.3% | $5,098-67.8% | $7,339-77.6% |