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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 | $107,694 | $51,638+108.6% | $68,368+57.5% | $82,448+30.6% |
| Participation rate | 32.3% | 63.6%-31.4pp | 73.8%-41.5pp | 68.1%-35.8pp |
| Annual return | 17.07% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $378 | $2,047-81.5% | $2,649-85.7% | $2,551-85.2% |
| Participant deferral / active EE | $2,795 | $2,914-4.1% | $4,123-32.2% | $4,139-32.5% |
| Admin fee / account holder | $2,026 | $4,643-56.4% | $5,150-60.7% | $7,234-72.0% |