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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 | $80,201 | $51,638+55.3% | $68,368+17.3% | $82,448-2.7% |
| Participation rate | 43.8% | 63.6%-19.9pp | 73.8%-30.0pp | 68.1%-24.3pp |
| Annual return | 18.66% | 37.53%-18.9pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,461 | $2,047-28.6% | $2,649-44.8% | $2,551-42.7% |
| Participant deferral / active EE | $3,054 | $2,914+4.8% | $4,123-25.9% | $4,139-26.2% |
| Admin fee / account holder | $2,378 | $4,643-48.8% | $5,150-53.8% | $7,234-67.1% |