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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 | $76,632 | $58,311+31.4% | $81,882-6.4% | $80,959-5.3% |
| Participation rate | 54.8% | 63.5%-8.6pp | 72.4%-17.5pp | 67.7%-12.8pp |
| Annual return | 17.29% | 41.85%-24.6pp | 779.47%-762.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,040 | $2,347-13.0% | $2,916-30.0% | $2,757-26.0% |
| Participant deferral / active EE | $3,080 | $3,287-6.3% | $4,323-28.7% | $4,300-28.4% |
| Admin fee / account holder | $2,261 | $4,752-52.4% | $7,360-69.3% | $6,925-67.4% |