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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 | $108,921 | $58,311+86.8% | $81,882+33.0% | $80,959+34.5% |
| Participation rate | 35.6% | 63.5%-27.9pp | 72.4%-36.8pp | 67.7%-32.1pp |
| Annual return | 15.46% | 41.85%-26.4pp | 779.47%-764.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $962 | $2,347-59.0% | $2,916-67.0% | $2,757-65.1% |
| Participant deferral / active EE | $1,925 | $3,287-41.4% | $4,323-55.5% | $4,300-55.2% |
| Admin fee / account holder | $2,911 | $4,752-38.8% | $7,360-60.5% | $6,925-58.0% |